Lonking (3339 HK): Position for China's Post-Outbreak FAI Drive?
We believe the Chinese government will boost fixed asset investment (FAI) after the Wuhan coronavirus outbreak is contained. In our view, FAI is...
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Lonking (3339 HK): A Cheap and Quality Pick for China's Infrastructure Spending
Lonking Holdings (3339 HK) has been a laggard among the Chinese construction machinery companies in last year's rally. However, we think that the...
369 Views
Screening the Silk Road: Q1-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
Value made a comeback, but growth remains core: In May 2018, we examined the divide between value and growth stocks, ( Notes from the Silk...
482 Views
China Heavy Machinery-Back to Doldrums in 2019
We estimate China's heavy machinery sector sales turn weaker in 2019E because Incremental demand on main machines, excavators, loaders, heavy duty...
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Notes from the Silk Road: Small-Mid Cap Screening for Zulu Warriors
The Value/Growth style dynamic: Globally, it seems growth stocks as an investment style have been dominant since Q3-2012, which has not helped...
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