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CMB International
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bullish
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Thematic (Sector/Industry)
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04 Apr 2025 05:31
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Broker
Technology - Implications of US reciprocal tariffs on supply chain
On 3 April, the US President announced 10% tariff on all imports, and additional reciprocal tariffs will be applied on 60 countries (34% on China,...
CMB International
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bullish
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Binjiang Service Group
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04 Apr 2025 05:03
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Broker
Binjiang Service (3316 HK) - Expansion Outside Zhejiang to Support GFA Growth
The company’s FY24 revenue grew 28% YoY to RMB 3.6bn, 3% above CMBI estimate, driven by managed GFA expansion and strong renovation business.
CMB International
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bullish
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XtalPi Holdings
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04 Apr 2025 05:01
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Broker
XtalPi (2228 HK) - AI-Driven Innovation Unlocks Expansive Commercial Prospects
XtalPi’s revenue increased by 52.8% YoY to RMB266mn in FY24, driven by strong growth in its intelligent robotics solutions segment, which rose by...
CMB International
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bullish
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New Hope Service
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03 Apr 2025 21:34
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Broker
New Hope Services (3658 HK) - Third party expansion advances to higher-end level, maintain BUY
New Hope Services’ FY24 revenue grew 17% YoY to RMB 1,480mn, 5% above CMBI estimates, driven by stable managed GFA growth and strong retail &...
CMB International
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145 Views
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bearish
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Yonyou Network Technology A
•
03 Apr 2025 21:34
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Broker
Yonyou (600588 CH) - Striving for Large-Scale Loss Reduction in 2025
Net loss attributable to ordinary shareholders expanded to RMB2.1bn in 2024 (2023: RMB967mn), mainly due to: 1) the decline in revenue generation
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