China CRSC (3969 HK): Well Worth the Premium

237 Views17 Jun 2024 07:30
​China CRSC has secured backlog and sustained margin improvement. High R&D expenses will drive the medium-term outlook. Net cash equals 59% of the share price, supporting over 50% payout ratio.
What is covered in the Full Insight:
  • Introduction to China CRSC
  • Analysis of Order Backlog and Revenue Outlook
  • Detailed Financial Position and Comparisons with Peers
  • Impact of R&D Expenditure on Profits
  • Valuation and Potential Earnings Momentum
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Rising
Osbert Tang, CFA
HK/China Equity Long-Short
Hong Kong & ChinaIndustrials & UtilitiesEquity Bottom-UpThematic (Sector/Industry)
Price Chart(Sign Up to Access)
analytics-chart
x