Xunlei Q2 2025 – Why I Bought a Stock Most Investors Wouldn’t Touch

4 months ago

Mispriced Assets

"XNET (earnings update): Chinese tech, Q2 rev +30.6% YoY to $104M. Subscription base 6.4M, live-streaming rev +85.5%, cloud computing +13.6%. Non-GAAP profit doubled to $8.3M. Arashi Vision investment yielded $720M unrealized gain, creating negative EV. Still extremely cheap despite 3x return since 2023 buy at $1.53."

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