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CATL starts earnings season with a big miss, Alexander Stahel notes

CATL starts earnings season with a big miss, Alexander Stahel notes
China earnings drop as CATL misses

Chinese earnings estimates have sharply declined, with battery giant CATL beginning the third-quarter earnings season with a significant miss.

Alexander Stahel, founder and CIO of Commodity Private Equity Fund, attributes this trend to the ongoing effects of the Chinese Communist Party’s investment-led growth model, which he believes is causing widespread overcapacity.

Stahel has previously drawn attention to investor sentiment in credit markets, noting that both debt and equity investors are uneasy with CoreWeave’s financing costs. He also highlighted concentration risk at leading startups, reporting that two customers contributed 20% of Anthropic’s H1 2026 revenue. These observations reflect his broader focus on corporate financial health and exposure.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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