China CRSC (3969 HK): Well Worth the Premium

238 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
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Full Insight
(Paid Plans Only, 3-minute read)
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Osbert Tang, CFA
HK/China Equity Long-Short
Hong Kong & ChinaIndustrials & UtilitiesEquity Bottom-UpThematic (Sector/Industry)
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