China & HK Strategy: Names to Watch for Market Value Management
CSRC's Market Value Management Guidelines will benefit the H-share banks and infrastructure construction companies because their A-shares have P/B...
180 Views
Lonking (3339 HK): Setting the Stage for Better Profitability
Lonking expects 1H24 earnings to grow by 33-50% YoY, signaling a much stronger full-year performance than market consensus. Industry sales...
280 Views
Lonking (3339 HK): Policy Tailwind
Government policy support and improving industry demand should drive a potential uptick in sales for Lonking in 2H24. Attractive valuations and a...
308 Views
Lonking (3339 HK): Back to Attractive Zone
We turned bullish on Lonking on 17 Apr, and since then, the stock has performed well. It has just issued a positive profit alert with 91-158% YoY...
548 Views
China Construction Machinery: Light at the End of the Tunnel, Finally
Industry sales of excavator and wheel loader have turned positve in Sep, after a lengthened depressed period since mid-2021. However, 2H22 earnings...
144 Views