A Fund's $118 Million Investment in This Chinese Stock Remains 50% Below Its 2021 Peak
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 19 2025
0mins
Should l Buy BZ?
Source: NASDAQ.COM
Serenity Capital Management's Investment: The Singapore-based fund increased its stake in Kanzhun Limited by 1 million shares, bringing its total holdings to 5 million shares valued at $117.6 million, making it the fund's largest holding.
Market Performance: Kanzhun Limited's shares have risen 54% over the past year, significantly outperforming the S&P 500's 16% gain, indicating strong market confidence in the company's recovery.
Operational Growth: The company reported a 13% year-over-year revenue increase to approximately $304 million, with substantial growth in both operating income and net income, suggesting improving fundamentals.
Thematic Investment Strategy: Serenity Capital's portfolio focuses on Chinese platforms related to consumption, logistics, education, and employment, indicating a strategic bet on the stabilization of domestic demand in China rather than a temporary trade.
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Analyst Views on BZ
Wall Street analysts forecast BZ stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 17.620
Low
25.50
Averages
26.75
High
28.00
Current: 17.620
Low
25.50
Averages
26.75
High
28.00
About BZ
Kanzhun Ltd is a holding company principally engaged in the provision of recruitment and job hunting services. The Company connects job seekers and enterprise users mainly through its interactive BOSS Zhipin mobile app. The Company provides enterprise users with direct recruitment services that allow enterprise users to post jobs, receive personalized candidate recommendations, engage in direct communication and receive resume upon mutual consent. The Company provides job seekers with job seeking services that allow job seekers to receive job recommendations, initiate direct chats and deliver resumes upon mutual consent.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
KANZHUN Limited Continues Share Buyback Exceeding RMB 20 Million
- Buyback Program Execution: KANZHUN Limited has continued its share repurchase program, utilizing over RMB 20 million to buy back 321,276 ordinary shares, demonstrating the company's strong commitment to shareholder returns.
- Recent Buyback Total: Over the past two weeks, the company has spent more than RMB 113 million on share repurchases, indicating a proactive approach to capital management and increased confidence in the market.
- Buyback Program Scale: Under its existing repurchase program, BOSS Zhipin plans to repurchase up to USD 250 million worth of shares by the end of August 2026, which will further enhance the liquidity and market appeal of the company's stock.
- Commitment to Shareholder Returns: By continuing its share buyback, KANZHUN not only strengthens shareholder trust but may also enhance earnings per share by reducing the number of shares outstanding, laying a solid foundation for the company's future growth.
See More
BOSS Zhipin Continues Share Repurchase Exceeding RMB 20 Million
- Execution of Repurchase Program: BOSS Zhipin has utilized over RMB 20 million to repurchase 321,276 ordinary shares as part of its ongoing commitment to shareholder returns, reflecting a proactive approach to capital management.
- Recent Repurchase Amount: Over the past two weeks, the company has spent more than RMB 113 million on share repurchases, indicating a strong focus on enhancing shareholder value and confidence in its financial health.
- Scale of Repurchase Plan: Under its existing repurchase program, BOSS Zhipin aims to buy back up to USD 250 million worth of shares by the end of August 2026, which is expected to bolster market confidence in the company's future growth prospects.
- Commitment to Shareholder Returns: By continuing its share repurchase efforts, BOSS Zhipin not only enhances earnings per share but also potentially attracts more investor interest, thereby driving stock price appreciation.
See More
Kanzhun Continues Share Buyback Program with Over RMB 20M Invested
- Buyback Program Execution: Kanzhun announced the continued execution of its share repurchase program, utilizing over RMB 20 million to buy back 315,908 ordinary shares, reflecting the company's confidence in its intrinsic value.
- Repurchase Cap: Under the existing buyback program, the company plans to repurchase up to $250 million worth of shares by the end of August 2026, aiming to enhance shareholder returns and bolster market confidence.
- Positive Performance: Kanzhun's Q3 earnings report exceeded expectations, with sustained growth indicating the company's potential in AI monetization and operational leverage, further solidifying its leading position in the human resources and employment services sector.
- Executive Changes Impact: CFO Phil Yu Zhang's resignation and the appointment of Wenbei Wang as deputy CFO may introduce some uncertainty; however, the company continues to perform positively in the market, demonstrating management stability and a consistent strategic direction.
See More
BOSS Zhipin Continues Share Repurchase Program
- Repurchase Program Execution: BOSS Zhipin has utilized over RMB 20 million to repurchase 315,908 ordinary shares, demonstrating the company's ongoing commitment to shareholder returns, which is expected to enhance market confidence in its stock.
- Expanded Repurchase Scale: Under its existing repurchase program, the company plans to repurchase up to USD 250 million worth of shares by the end of August 2026, a move that not only helps improve earnings per share but may also attract more investor interest in the future.
- Shareholder Value Enhancement: By implementing the repurchase program, BOSS Zhipin aims to increase per-share value by reducing the number of shares outstanding, thereby enhancing long-term investment returns for shareholders and further solidifying its market position.
- Market Reaction Expectations: This repurchase action is anticipated to have a positive impact on the company's stock price, especially in the current market environment, boosting investor confidence in the company's future growth potential.
See More
Oil Prices Fluctuate Amid Iran Protests, Supply Risks Heightened
- Divergent Market Reactions: Oil prices initially rose amid protests in Iran, but subsequently fell after President Trump announced that the killings of protesters had stopped, indicating a complex market response to geopolitical risks.
- Venezuela Supply Expectations: Rebecca Badick noted that while the situation in Venezuela created uncertainty, the market anticipated additional supply returning in the future, leading to downward pressure on oil prices with expectations of increased supply in the short term.
- Iran Supply Risks: In contrast to Venezuela, Iran produces about 3.2 million barrels per day, and any escalation in the situation could significantly impact supply in the short term, prompting a positive market reaction and potential price increases.
- Short-term vs Long-term Impacts: While both events garnered market attention, the oil market's response to Venezuela reflects optimism about long-term supply, whereas concerns about short-term supply disruptions from Iran created a clear divergence in market sentiment.
See More
BZ Stock Fluctuates: 52-Week Low at $12.85
- Stock Price Analysis: BZ's 52-week low stands at $12.85 per share, with a high of $25.26, and the last trade at $19.95 indicates dynamic price fluctuations within this range, which could impact investor confidence and market expectations.
- Technical Indicator Focus: The current price of $19.95 is below the 200-day moving average, suggesting potential downward pressure in the short term, prompting investors to monitor market sentiment and technical signals closely.
- Market Trend Observation: The fluctuations in BZ's stock price reflect a cautious market outlook on its future performance, particularly in the current economic climate, which may affect its financing capabilities and investor appeal.
- Investor Strategy Adjustment: In light of the stock's volatility within the 52-week range, investors may need to reassess their holding strategies to mitigate potential market risks and changes in returns.
See More
KANZHUN Limited Continues Share Buyback Exceeding RMB 20 Million
- Buyback Program Execution: KANZHUN Limited has continued its share repurchase program, utilizing over RMB 20 million to buy back 321,276 ordinary shares, demonstrating the company's strong commitment to shareholder returns.
- Recent Buyback Total: Over the past two weeks, the company has spent more than RMB 113 million on share repurchases, indicating a proactive approach to capital management and increased confidence in the market.
- Buyback Program Scale: Under its existing repurchase program, BOSS Zhipin plans to repurchase up to USD 250 million worth of shares by the end of August 2026, which will further enhance the liquidity and market appeal of the company's stock.
- Commitment to Shareholder Returns: By continuing its share buyback, KANZHUN not only strengthens shareholder trust but may also enhance earnings per share by reducing the number of shares outstanding, laying a solid foundation for the company's future growth.
See More
BOSS Zhipin Continues Share Repurchase Exceeding RMB 20 Million
- Execution of Repurchase Program: BOSS Zhipin has utilized over RMB 20 million to repurchase 321,276 ordinary shares as part of its ongoing commitment to shareholder returns, reflecting a proactive approach to capital management.
- Recent Repurchase Amount: Over the past two weeks, the company has spent more than RMB 113 million on share repurchases, indicating a strong focus on enhancing shareholder value and confidence in its financial health.
- Scale of Repurchase Plan: Under its existing repurchase program, BOSS Zhipin aims to buy back up to USD 250 million worth of shares by the end of August 2026, which is expected to bolster market confidence in the company's future growth prospects.
- Commitment to Shareholder Returns: By continuing its share repurchase efforts, BOSS Zhipin not only enhances earnings per share but also potentially attracts more investor interest, thereby driving stock price appreciation.
See More
Kanzhun Continues Share Buyback Program with Over RMB 20M Invested
- Buyback Program Execution: Kanzhun announced the continued execution of its share repurchase program, utilizing over RMB 20 million to buy back 315,908 ordinary shares, reflecting the company's confidence in its intrinsic value.
- Repurchase Cap: Under the existing buyback program, the company plans to repurchase up to $250 million worth of shares by the end of August 2026, aiming to enhance shareholder returns and bolster market confidence.
- Positive Performance: Kanzhun's Q3 earnings report exceeded expectations, with sustained growth indicating the company's potential in AI monetization and operational leverage, further solidifying its leading position in the human resources and employment services sector.
- Executive Changes Impact: CFO Phil Yu Zhang's resignation and the appointment of Wenbei Wang as deputy CFO may introduce some uncertainty; however, the company continues to perform positively in the market, demonstrating management stability and a consistent strategic direction.
See More
BOSS Zhipin Continues Share Repurchase Program
- Repurchase Program Execution: BOSS Zhipin has utilized over RMB 20 million to repurchase 315,908 ordinary shares, demonstrating the company's ongoing commitment to shareholder returns, which is expected to enhance market confidence in its stock.
- Expanded Repurchase Scale: Under its existing repurchase program, the company plans to repurchase up to USD 250 million worth of shares by the end of August 2026, a move that not only helps improve earnings per share but may also attract more investor interest in the future.
- Shareholder Value Enhancement: By implementing the repurchase program, BOSS Zhipin aims to increase per-share value by reducing the number of shares outstanding, thereby enhancing long-term investment returns for shareholders and further solidifying its market position.
- Market Reaction Expectations: This repurchase action is anticipated to have a positive impact on the company's stock price, especially in the current market environment, boosting investor confidence in the company's future growth potential.
See More
Oil Prices Fluctuate Amid Iran Protests, Supply Risks Heightened
- Divergent Market Reactions: Oil prices initially rose amid protests in Iran, but subsequently fell after President Trump announced that the killings of protesters had stopped, indicating a complex market response to geopolitical risks.
- Venezuela Supply Expectations: Rebecca Badick noted that while the situation in Venezuela created uncertainty, the market anticipated additional supply returning in the future, leading to downward pressure on oil prices with expectations of increased supply in the short term.
- Iran Supply Risks: In contrast to Venezuela, Iran produces about 3.2 million barrels per day, and any escalation in the situation could significantly impact supply in the short term, prompting a positive market reaction and potential price increases.
- Short-term vs Long-term Impacts: While both events garnered market attention, the oil market's response to Venezuela reflects optimism about long-term supply, whereas concerns about short-term supply disruptions from Iran created a clear divergence in market sentiment.
See More
BZ Stock Fluctuates: 52-Week Low at $12.85
- Stock Price Analysis: BZ's 52-week low stands at $12.85 per share, with a high of $25.26, and the last trade at $19.95 indicates dynamic price fluctuations within this range, which could impact investor confidence and market expectations.
- Technical Indicator Focus: The current price of $19.95 is below the 200-day moving average, suggesting potential downward pressure in the short term, prompting investors to monitor market sentiment and technical signals closely.
- Market Trend Observation: The fluctuations in BZ's stock price reflect a cautious market outlook on its future performance, particularly in the current economic climate, which may affect its financing capabilities and investor appeal.
- Investor Strategy Adjustment: In light of the stock's volatility within the 52-week range, investors may need to reassess their holding strategies to mitigate potential market risks and changes in returns.
See More
