bullish

China Strategy: Top 3 Ideas for the Rest of This Year

Osbert has highlighted this Insight as a Top Pick
306 Views05 Aug 2024 07:30
​Lonking, Shenzhen Intl, and Dongfang Electric are expected to see better earnings in 2H24, benefiting from low bases, strong demand, and one-off gains. They are our top 3 ideas for the rest of 2024.
What is covered in the Full Insight:
  • Introduction
  • Lonking Holdings Overview
  • Shenzhen International Overview
  • Dongfang Electric Overview
  • Conclusion
SUMMARY
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Full Insight
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Rising
Osbert Tang, CFA
HK/China Equity Long-Short
Hong Kong & ChinaIndustrials & UtilitiesEquity Bottom-UpThematic (Sector/Industry)
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