When you have two separate conversations with China fund managers in the space of a few weeks, and they both enthuse about the same tech stock, then it's time to sit up and take notice. This has been the case for me in November.
The stock in question is on the move and attracting more institutional investment by the week it seems. Shares are up over 15% in the last six months, but have corrected slightly towards the end of November on the back of some profit taking in the Shenzhen tech sector.
This company is one of a cluster of China tech plays forging ahead with their own R&D. Whether it ever lists ADRs in the US like some of its cousins is an open question (I think unlikely), and will depend to a large degree on the future policy of the Trump administration. Investors with brokers with access to the Hong Kong-Shenzhen Stock Connect channel should be able to buy the shares.
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