Binjiang Service (3316 HK) – 1H23 Missed, Future Growth Under Pressure
Company’s 1H23 earnings missed with NP grew at 21% YoY vs. original FY target of 30% given 1) late approval of withholding tax deduction which...
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Property - Encouraging Signs on Both Policy Implementation and Property Sales, Reiterate Buy
For stocks, we prefer PM companies like CR MixC, Poly Services, Binjiang Services and Onewo, property agents BEKE, and PJM company Greentown Mgmt.
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety - September 2023
We compile our selection of small and mid-cap names with our desired characteristics of high dividend yields, value, and margin of safety for Asia.
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Shortlist Of High Conviction Ideas: Income, Value, and Margin of Safety
Post results we screen and filter our top picks are Perfect Medical Health (1830 HK), Water Oasis (1161 HK), Taste Gourmet (8371 HK), Uchi...
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Property - NBS 7M24: REI Decline Widened but Its Components All Performed Better, Why?
In terms of monthly data in July, the decline in REI widened by 0.7ppt to -10.8% from -10.1% in June while both GFA under construction and land...
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