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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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bullish
•
Thematic (Sector/Industry)
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11 Jan 2021 08:51
China Construction Machinery: Good to the Last Drop
Strong unit sales of excavators (+56.4%) and wheel loaders (+10.2%) in Dec and recovery in export momentum suggested a positive trend for the start...
Osbert Tang, CFA
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212 Views
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bullish
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Thematic (Sector/Industry)
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14 Dec 2020 08:40
China Construction Machinery: Industry Players Expressed Bullish Outlook for 2021
Industry expectation of 5-20% growth in excavator sales in 2021 is bullish to China's construction machinery sector; and while not the largest...
Osbert Tang, CFA
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192 Views
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bullish
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Lonking Holdings
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19 Nov 2020 08:40
Lonking (3339 HK): Rapid Catch-Up in Unit Sales, Further Backed by Attractive Yield
Lonking has a rapid leap in unit sales in Sep and Oct, driving positive growth across all product categories in 10M20, vs. declines in 1H20. ROE of...
Osbert Tang, CFA
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377 Views
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bullish
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Thematic (Sector/Industry)
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19 Oct 2020 09:21
China Construction Machinery: No Sign of Slowing Down
Both excavator and wheel loader sales are good in Sep and show no sign of slowing down. We believe China construction machinery industry will stay...
Osbert Tang, CFA
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230 Views
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bearish
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Lonking Holdings
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27 Aug 2020 08:52
Lonking (3339 HK): 1H20 Fuelled by Investment Income but Core Profit Down
Lonking Holdings (3339 HK)'s 6.2% YoY growth in profit in 1H20 is mostly boosted by a 56.4% YoY gains from investment in financial assets....
Osbert Tang, CFA
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330 Views
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