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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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bullish
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Quantitative Analysis
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05 Mar 2023 10:05
Hong Kong Connect Flows (Mar 1st): Tencent, Great Wall Motor, CCB, HKEx
We analyzed southbound Hong Kong connect flows in the past week and highlight flows for Tencent, Great Wall Motor, CCB, Hong Kong Exchanges And...
Ke Yan, CFA, FRM
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336 Views
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bullish
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Thematic (Sector/Industry)
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13 Feb 2023 10:22
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Broker
China Construction Machinery – Upbeat Guidance from US AWP Manufacturers
Major aerial work platform (AWP) manufacturers (Terex, Oshkosh) and rental company (United Rentals) in the US provide bullish guidance on 2023E...
CMB International
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227 Views
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bullish
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Thematic (Sector/Industry)
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12 Jan 2023 08:31
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Broker
China Construction Machinery – Prefer AWP to excavator in the near term
What is new? The 24% YoY decline in excavator sales in 2022 (for the industry as a whole) is largely in line with our expectation.
CMB International
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510 Views
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bullish
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Thematic (Sector/Industry)
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08 Dec 2022 07:38
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Broker
China Construction Machinery / HDT – 2023 Outlook
We are turning more positive on the construction machinery & heavy-duty truck (HDT) sector as we expect meaningful earnings recovery in 2023E...
CMB International
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383 Views
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bearish
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Sinotruk Hong Kong
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27 Jan 2022 19:12
Sinotruk: Inventory Overhang at Dealers and Weak End Demand Will Take Time to Clear
Sector outlook is weak with a -20% yoy decline on sales volume expected. End demand was largely brought forward in 1H2021. Lots of inventory at...
Victoria Li
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183 Views
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