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Sinotruk Hong Kong (3808 HK)
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38
Analysis
Industrials
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China
Sinotruk Hong Kong Ltd is a heavy truck manufacturer in China. The company specializes in the research, development and manufacturing of heavy trucks and related key parts and components, including cabins, engines and axles.
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bearish
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CIMC Vehicle Group Co Ltd
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11 Mar 2024 22:19
CIMC Vehicles (1839 HK): Min Acceptance Condition a Risk for the Final HK$7.50 Offer
The 90% min acceptance condition is a key risk in the context of a light offer. Risk/reward is unfavourable as the downside (9.9% to undisturbed...
Arun George
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371 Views
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bullish
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Thematic (Sector/Industry)
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26 Feb 2024 20:13
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Broker
Capital Goods – Equipment Replacement Proposed in Central Government Meeting
This is the first time that equipment replacement is mentioned as a tool to support the economy.We believe this message is a positive signal to the...
CMB International
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163 Views
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bullish
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Thematic (Sector/Industry)
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01 Feb 2024 20:38
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Broker
Capital Goods - HDT Sales Volume Surged ~64% YoY in Jan on Low Base
According to preliminary data from Cvworld, China HDT sales volume (domestic sales + exports) surged 64% YoY to ~80k units in Jan 2024
CMB International
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267 Views
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bullish
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Thematic (Sector/Industry)
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01 Dec 2023 06:55
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Broker
China Construction Machinery / HDT – 2024 Outlook
That said, with growth trend reversing since mid-2023 after 2-3 years of extraordinary growth, the way to overseas expansion will likely be bumpy...
CMB International
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97 Views
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bullish
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CIMC Vehicle Group Co Ltd
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28 Nov 2023 23:51
CIMC Vehicles (1839 HK): Possible H Share Buyback Offer
The offer is light, but independent H shareholders holding blocking stakes will likely be supportive. The final offer will be made on “same or...
Arun George
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442 Views
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