Full Truck Alliance Co Ltd ADR (YMM) — closed signal from June 29, 2026
Target reached Published before the outcome was known, scored automatically when the window closed on September 27, 2026 — -0% at the close.
Predicted vs. what happened
YMM price · publication thesis → realized outcomesplit-adjusted
$7.65 – $8.09Entry zone — fair-value band
$8.13Published — price the day we called it
$9.18Target — the price the thesis aimed for
$9.76Peak — highest point inside the window, not a realized return
$8.13Window close — end-of-window price, context only
What happened
Target reached
Reached its target in 17 days.
At window close
-0%
realized, from the publication price to the last close inside the windowPeak gain
+20%
peak, from the publication price — not a realized returnS&P 500, same window
+4.4%
SPY over the identical days, dividend-adjustedWindow close
$8.13
last close inside the window, ended September 27, 2026Peak price
$9.76
peak on August 4, 2026 — not a realized returnDays to target
17
The thesis — published June 29, 2026
Predicted growth
+14%
over the measurement windowTarget price
$9.18
the price the thesis aimed forEntry zone
$7.65 – $8.09
the fair-value band we waited forPrice at publication
$8.13
published June 29, 2026Confidence
66%
how strongly the data lined upTimeframe
Short-term (0–3 months)
Full Truck Alliance is a higher-risk Chinese ADR that looks cheap compared with some logistics peers and has a solid balance sheet. News is older and freight demand plus negative sentiment toward Chinese ADRs make the outlook fragile, so expected upside is modest despite active trading interest.
Primary drivers
- Cheaper valuation than comparable logistics companies
- Strong balance sheet gives financial flexibility
- Recent results were mostly positive versus expectations
- Risks from Chinese ADR sentiment and freight cycles remain
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Lyra
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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.