Li Ning (2331): Still Preferred over Anta in Difficult Period
This is part three after Li Ning or Anta: Which One? ,and Anta (2020): Big Growth But... which has so far produced +15% dollar neutral and +20.55%...
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Xingda (1899:HK) 100% Upside Due to Cyclical Weakness
Xingda Int'L (1899 HK) is one of the largest steel cord manufacturers in China. It is consistently profitable due to its operational efficiency. It...
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Xingda: FY17 Shows Strongest Topline Growth Since 2010 but Weak Margins Kill the Bottom Line
Xingda Int'l Holdings (1899 HK) reported its full-year 2017 results last month. Xingda has been a real laggard and has been one of my worst...
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The Week that Was in Greater China@Smartkarma: Storm, Steel, and Stocks at a Steal
This is the 16th issue of 'The Week that Was in Greater China@Smartkarma' which covers the week of August 27 – Sep 2 and features a selection...
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Xingda (1899 HK): Solid 1H17 Results but Still Trading at Large Discount to Book Value
Xingda Int'l Holdings (1899 HK) reported 1H17 results last week but had to cancel its analyst briefing because of typhoon activity in HK. Since my...
299 Views