MG:CC - China Automotive Systems: Tariffs, Cheap Multiples
2025-07-24 03:27:48 ET
It’s been a minute since I last wrote about China Automotive Systems (CAAS). Back then, I laid out a pretty straightforward thesis: this stock was trading at dirt-cheap levels and completely ignored by the market. Fast forward to today, and I still see it as one of the few clear value plays left in small-cap land....
China Automotive Systems: Tariffs, Cheap Multiples