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XCMG Construction Machinery A (000425 CH)
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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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Horizon Construction Development
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14 May 2023 12:30
Horizon Construction Development IPO - Peer Comparison & Thoughts on Valuation
Horizon Construction Development (1887128D HK) is looking to raise US$223m in its upcoming Hong Kong IPO. In this note, we undertake a quick peer...
Ethan Aw
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300 Views
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bullish
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PDD Holdings
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07 Feb 2023 05:36
EM Outperformance to Continue (Vs. EAFE) -- Add on a Pullback; DXY Needs to Hold Below $106
EM vs. EAFE ratio (local currency) shows EM has outperformed relative to EAFE since the $DXY peaked in November 2022. If the DXY remains below...
Vermilion Research
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360 Views
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bullish
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Thematic (Sector/Industry)
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14 Jul 2022 08:33
China Construction Machinery: Turning to Positive Soon?
The pace of decline in construction machinery sales continued to narrow in Jun, and prospects will further improve in 2H22. Opportunities may...
Osbert Tang, CFA
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243 Views
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bullish
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China Everbright Environment
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20 Dec 2021 08:28
Special Purpose Bonds in 2022: Benefiting China Everbright Env (257 HK) & China Comm Const (1800 HK)
We see local governments' special purpose bonds issuance and uses for 4Q21 and 1Q22 to benefit environmental and infrastructure construction...
Osbert Tang, CFA
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281 Views
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bearish
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Thematic (Sector/Industry)
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15 Dec 2021 08:33
China Construction Machinery: Not Seeing the End of the Tunnel Yet
While CEWC's decision to accelerate infrastructure investment bodes well for the construction machinery sector, high base and time lag in demand...
Osbert Tang, CFA
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189 Views
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