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
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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 over the next 12 months. According to Wall Street analysts, the average 1-year price target for BZ is 26.17 USD with a low forecast of 25.00 USD and a high forecast of 28.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 18.830
Low
25.00
Averages
26.17
High
28.00
Current: 18.830
Low
25.00
Averages
26.17
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 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.
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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.
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