China Transportation: In-Depth Look into April Export Figures and Readthrough to Sea and Air Freight
China's export growth (US$ terms) of 3.5% YoY in Apr reversed the trend of decline in 1Q20, but a deeper look is needed for discovering the...
213 Views
Sinotrans (0598 HK): 1Q20 in Line, Still See Positive Risk-Return Payoff at Historical Low Valuation
The 58.4% drop in profit at Sinotrans Limited H (598 HK) in 1Q20 is in line with its guidance and we believe investors should look beyond such weak...
228 Views
Li & Fung Scheme Document, Silchester's Vote
Li & Fung Ltd (494 HK) is a 114-year-old global merchandise supply chain manager. On 20 March, it announced a privatisation bid of HK$1.25 per...
353 Views
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...
359 Views
Sinotrans (598 HK): 3Q19 Result Continued to Suggest Healthy Underlying Performance
Excluding fair value gains in last year, the 3Q19 result of Sinotrans Limited H (598 HK) showed a healthy profit growth of 13% YoY despite the...
567 Views