Lonking (3339 HK): Disappointed Us with Worse-Than-Expected Margin in 1H21
Lonking's weakened profit in 1H21 due to heavier-than-expected margin contraction is expected to be taken negatively by the market, though the...
180 Views
China Construction Machinery: Better Trajectory for 2H21
We are positive on the 2H21 outlook of construction machinery industry, driven by potential accelaration in China's infrastructure spending and...
181 Views
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
261 Views
Lonking (3339 HK): Streaming Ahead Despite Turbulence
Lonking achieved good volume growth for wheel loader and forklift in 5M21, and we think price increase, volume growth and cost containment can...
251 Views
Asia Ex-Japan: Industrials Rotation
Investor sentiment in the Industrials sector is turning positive after a multi-year decline among active Asia Ex-Japan fund managers.
272 Views