Billion-dollar private equity fund speaks up: market style returning to fundamental valuation, excellent company growth resilience highlighted bringing abundant opportunities.

On June 4, the latest monthly report obtained by reporters from Damshui Quan showed that recently, more and more high-quality leaders listed in Hong Kong's "A+H" dual-listing market have stepped into the spotlight. Damshui Quan believes that the booming Hong Kong IPO market and the convergence trend of AH premiums are benefiting from the profit effect and the push of incremental funds, reflecting the potential structural growth of excellent companies in areas such as going global, new consumption, and new technology, which demonstrates that fundamental factors are playing an increasingly important role. Damshui Quan stated that against the backdrop of multiple pressures and increasing differentiation in industries and companies, on one hand, many excellent companies have shown strong operational resilience and growth capabilities through their own competitiveness. However, on the other hand, the pricing of these companies is still not fully adequate, providing abundant opportunities for bottom-up stock selection.