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YRD Earnings Signal (2025-06-11)

YRD Earnings Signal (2025-06-11)

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Henry Zhang
Jun 11, 2025
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YRD Earnings Signal (2025-06-11)
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YRD Earnings Analysis Summary (2025-06-11)

Below is our synthesized view from the various model reports, followed by the final trade parameters based solely on the provided options data.

───────────────────────────── Summary of Analysis ─────────────────────────────

Historical Earnings Analysis • All models agree that YRD has shown a significant move on earnings—with an implied move of roughly 14–15% based on the current straddle (≈$1.10 on a $7.44 stock). • One view notes a slight bullish bias historically, while others point to a steep EPS decline (FY2024: CN¥18.27 vs. CN¥23.54 in FY2023) raising fundamental concerns. • There is clear awareness of a strong IV crush post-earnings that will directly affect option premiums.

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