Sinotruk: HDT End Demand Weakness Warning
4M2021 sales of China's heavy duty truck (HDT) increased by 57% yoy. However, negative signs indicates the yoy growth rate might turn negative very...
222 Views
Sinotruk(3808.HK): Market Share Gainer
Heavy-duty truck demand from infrastructure might slow down in 2021E, but demand increase from logistics, which contributed 74% of annual HDT...
251 Views
Screening the Silk Road: Q1 2021 High Risk Names to Avoid
As in the previous few quarters, we are on the watch for the risk of deteriorating credit metrics, but in particular during H1 2021. 25 stocks...
266 Views
Screening the Silk Road: Q4 2020 High Risk Names to Avoid
Our Q3 screen delivered 600bps of under performance. With volatility is set to increase as we head into H1 2020, which stocks are most at risk in...
290 Views
Sinotruk(3808.HK): Hauling Away Previous Records, More Upside in 2H'20
As we expected earlier in the year, demand for heavy duty trucks has strong in 2020E, even during Covid-19 lockdown. Robust demand from logistics...
340 Views