China Construction Machinery Outlook 2022E
We expect China construction machinery sector sales go down further in 2022E.Demand from infrastructure sector would be limited
152 Views
StubWorld: China Conch Venture (586 HK) Trading Rich
Anhui Conch may be subject to FTSE China A50 Index deletion in December. Yet the market is assigning HK$15.1bn (US$1.94bn) more to China Conch's...
170 Views
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