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 &...
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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...
650 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...
796 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...
472 Views
The Latest Government FAI Target Warrants Stable Growth Prospects for Infrastructure Sector
The latest gathering of China’s National People’s Congress has produced some reassuring news for the domestic infrastructure sector. In our view,...
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