FINVOLUTION GRP (SP.ADR)

Bull thesis argues FinVolution Group is deeply mispriced, with roughly $900M net cash (~$3.75/share) providing downside protection and a Southeast Asia/Australia segment growing 35% and generating about $65M EBITDA. The China lending business, producing $350–400M EBITDA, has been hit by regulatory rate caps but showed a sequential improvement and may stabilize as high-rate loans roll off by Q3 2026. Management authorized a $150M buyback after more than $500M repurchased since 2018; a sum-of-the-parts valuation implies upside from the current ~$5.40 share price and potential to double if China recovers and sentiment normalizes. » More on finance.yahoo.com

FinVolution Group reported Q1 2026 EPS of $1.65 and revenue of $3.21 billion, both above consensus estimates. The company is introducing segment reporting, emphasizes a strategic focus on AI and operational efficiency, and announced a dividend increase and a share buyback program. Despite the stronger results, the stock fell about 6% in after-hours trading and is trading near its 52-week low. For 2026, FinVolution forecasts EPS of $1.27 and expects further growth from new product launches and international expansion. » More on de.investing.com

FinVolution has approved a two-year buyback framework of up to $150 million, beginning on May 30, 2026 and running until May 29, 2028. The program allows repurchases of its own shares and ADSs through various permitted methods and is the company’s fifth such program; since 2018 the company has already spent about $516.7 million on ADS repurchases. The stock is trading near its 52-week low, the company shows a dividend yield of 6.4% and a P/E ratio of 3.39; FinVolution operates a fintech platform in China and internationally with 246.5 million registered users (as of March 31, 2026). » More on de.investing.com