Hong Kong Short Sell Reporting - Insights from 19 July Data
We analyse the latest SFC data released last evening on short position reporting in Hong Kong for the week ended 19 July.Total short notional in...
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Traton IPO (Part 2): Valuation and Financial Outlook Just Reasonable
TRATON (Part 2- Financial Outlook and Valuation):In our earlier report, we covered TRATON’s background, its business model, the growth prospects...
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China Heavy Machinery-Back to Doldrums in 2019
We estimate China's heavy machinery sector sales turn weaker in 2019E because Incremental demand on main machines, excavators, loaders, heavy duty...
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Sinotruk (3808 HK): Heavy Duty Has Yielded Heavy Sales
Improving asset turnover, earnings on an upcycle trend, and strong stock price momentum relative to its sector Sinotruk’s heavy-duty trucks...
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