US-listed China stocks have always had a relatively hard time on American exchanges because of VIE structures, frauds, corporate governance issues, etc. Despite all these issues I think there are some deep value plays out there. 

Yeah, it's a fact. If they would liquidate Yiren Digital investors would hit the jackpot. But that's just wishful thinking. Management has to find a way to promote their stock or ask themselves the question of why they are still listed on the NYSE. If they can't turn the tide in the stock price it doesn't make any sense to be there. 

The rationale is that some investment metrics will improve and could go back to a more reasonable average valuation. A P/E ratio of 5 would allow the stock price to go to $10. Sentiment in many US-listed China stocks has been terrible over the last few years. Management teams should consider dual listings, going private, or initiating a dividend that can compete with the current interest rates in the USA. 

I agree with your thesis! The MENA region and Africa have many opportunities to grow for Yalla. If they can grow their gaming business with successful games that could also be picked up outside their targeted regions it will be even more beneficial. 

At this moment, there is a disconnect between the stock price and the underlying fundamentals.

I agree with your thesis! The MENA region and Africa have many opportunities to grow for Yalla. If they can grow their gaming business with successful games that could also be picked up outside their targeted regions it will be even more beneficial. 

At this moment, there is a disconnect between the stock price and the underlying fundamentals.

Strange. There was a comment. My comment was about Rocky Mountain Chocolate Factory. The old retired management has been neglecting the chocolate business for years by not investing in remodeling, renewing, and rebranding. They tried to diversify into frozen yogurt but this wasn't a success story either. Hopefully, the current management can bring back the glory to this company.

The chocolate business can be a very good business if you manage it well. Look to Belgian and French chocolatiers in Europe. They are expanding and expanding.

Strange. There was a comment. My comment was about Rocky Mountain Chocolate Factory. The old retired management has been neglecting the chocolate business for years by not investing in remodeling, renewing, and rebranding. They tried to diversify into frozen yogurt but this wasn't a success story either. Hopefully, the current management can bring back the glory to this company.

The chocolate business can be a very good business if you manage it well. Look to Belgian and French chocolatiers in Europe. They are expanding and expanding.

That is for sure Joe, that's why both companies are broadening their horizons.

Thanks Sander, indeed the main listing is in Amsterdam with another ticker. Unfortunately, many US platforms don't support outside tickers, so I couldn't use it here.