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XCMG Construction Machinery A (000425 CH)
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77
Analysis
Industrials
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China
XCMG Construction Machinery Co., Ltd. manufactures and markets a variety of construction machinery including road construction machinery, scrapers, concrete mixers and other related products.
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bearish
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Thematic (Sector/Industry)
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14 Jun 2016 08:06
Port Operators - Valuations Downshift on Structural Changes
Since the GFC, the global port operators have been under-performing the MSCI world index. The divergence has increased in the last 18 months and is...
Drewry Maritime Financial Research
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319 Views
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bullish
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Thematic (Sector/Industry)
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07 Jun 2016 20:54
China or ASEAN? - You Choose
Many companies that had previously been big investors in Chinese manufacturing plants are now considering their options. An increasing number argue...
Bixmoor
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195 Views
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bearish
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Thematic (Sector/Industry)
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03 Jun 2016 17:49
Innovation - A Sorry Tale in China
In order to advance, Chinese industry needs to become innovative. The track record to date is poor, with few examples of genuine innovation and...
Bixmoor
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403 Views
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bullish
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Macroeconomics
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03 Jun 2016 08:24
Is Increased Chinese Output Leading to Higher Inventories?
With what we see as the stabilization of the Chinese real economy, though credit driven as noted, and growth in steel production among other...
Christopher Balding
276 Views
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bullish
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Macroeconomics
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02 Jun 2016 08:58
Post-PMI Data Release Analysis
We had predicted that official China PMI would increase and were forecasting 50.5. We were not even close as PMI remain unchanged at 50.1 for May....
Christopher Balding
194 Views
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