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.
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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...
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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...
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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...
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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...
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