Anhui Conch (914 HK): Sharp Price Hikes Boost Our Confidence in 4Q Turnaround
Clinker price hikes in Yangtze river region signal potential for company's earnings to double in 4Q, ending 14 quarters of decline.
353 Views
Anhui Conch (914 HK): Turnaround in Sight
We see Anhui Conch at the cusp of earnings recovery cycle which will extend well into 2025 and beyond, driving P/B expansion from current 0.7x to...
590 Views
Anhui Conch Cement (914 HK): Increasingly Favourable Odds
Anhui Conch Cement has rallied 14% in last week on the back of the government’s rescue of the property market through buying of unsold homes by...
639 Views
Conch Venture (586 HK): An Overlooked Value Play
The market has deeply undervalued Conch Venture's waste-to-energy business as reflected by the negative stub value. New business initiatives and...
280 Views
China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
180 Views