Haitian International: Look Through the Trade War Noise, Earnings Momentum Will Pick Up
Haitian's new orders from major customers are increasing in our view. Short-term interrupt from Coronavirus is fading. China's PMI stood above 50%...
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China Capital Goods: New Infrastructure, New Opportunities!
With the boost on New Infrastructure from Central Government, rail sector, power T&D (transmission and distribution) sector, automation &...
297 Views
Haitian International (1882.HK): Signs of Improving Domestic Demand
We noticed positive trends in most of Haitian International's downstream sectors - except the logistic sector which contributes only 9% of...
651 Views
Haitian: Trade War Fears Fade, Full Stream Ahead
We expect Haitian's margins go up in 2019, because 1) steel price in China is expected to decrease by 10% yoy with the re-balance of sector...
804 Views
Haitian International (1882 HK): Global Leader Halved by Misperception
Haitian International is the largest PIMM (Plastic Injection Molding Machine) manufacturer in the world (by sales volume). Its share price down by...
483 Views