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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7784 followers
Created: 2025-04-30 19:30:39 UTC

Baron Emerging Markets Fund on KE Holdings Inc. (Beike) $BEKE US

Thesis: KE Holdings Inc. is well-positioned to benefit from a real estate recovery in China, leveraging its market leadership and comprehensive property inventory to achieve substantial earnings growth and enhance shareholder returns.

(Extract from their Q1 letter)

![](https://pbs.twimg.com/media/GpzoQCnWAAA0Qds.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1917662906033860798/c:line.svg)

**Related Topics**
[china](/topic/china)
[coins real estate](/topic/coins-real-estate)
[$beke](/topic/$beke)
[ke holdings](/topic/ke-holdings)

[Post Link](https://x.com/StockCompil/status/1917662906033860798)