FINVOLUTION GRP (SP.ADR)

FinVolution reported a net profit of RMB 427 million in the second quarter (+1% q/q) and revenue of RMB 3.4 billion (+6% q/q). Loan volume rose to RMB 45 billion, its overseas business grew 18% year-on-year and now accounts for about 27% of revenue. Management confirmed the full-year revenue forecast but sees a risk of results ending at the lower end of the range due to tighter financing conditions and regulatory headwinds in China; the stock fell about 4.5% in premarket trading. » Altro su de.investing.com

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. » Altro su 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. » Altro su de.investing.com