Sinotrans (598 HK): Ready for a Blowout?
We see room for Sinotrans Limited H (598 HK) to have a substantial catch up in share price upon its release of the 1H20 result set for the end of...
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Sinotrans (598 HK): Favorable Risk-Return Payoff
After posting a decent 87.4% growth in recurring profit in FY19, the profitability for Sinotrans Limited H (598 HK) will be under pressure in this...
365 Views
Sinotrans Limited (598 HK): A Remarkable First Half Despite Trade War Headwinds
Sinotrans Limited H (598 HK) delivered a remarkable 1H2019 result despite heavy pressure from the US-China Trade War and the overall economic...
435 Views
Global Equity Strategy: Bouncing off Lows, China Perking Up
Concerns over perceived U.S. central bank policy missteps have been somewhat alleviated following dovish takeaways from Fed Chair Powell’s comments...
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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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