$XTALPI(02228.HK) ended the visit to Jingtai. A detailed Q&A summary will take some time. I will provide it later.
The biggest gain today is a more intuitive and in-depth understanding of the business model and the company's revenue sources.
First, let me share my conclusion using some professional terminology. A bit of pretentiousness:
1. In the long term, alpha may be significant
2. In the short term, beta may be significant
It's difficult for me to draw a conclusion on the specific price, as that is not within my capability. However, I expect 4-4.5 to be a bottom.
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