China Gas Holdings (384 HK): Still Warrants a Look
Adjusted FY24 profit shows slight decline, but FY25 guidance looks positive with expected increases in dollar margin and gas volume. Assuming same...
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Cathay Pacific (293 HK): Multiple Positive Developments
As more countries gain visa-free access to China, CX will benefit from increased transfer traffic. CX's recovery is on track with passenger...
206 Views
Sa Sa Intl (178 HK): Every Coin Has Two Sides
Sa Sa's FY24 result is behind market expectations, but the resumption of dividends at a 70% payout ratio is encouraging. Despite a drop in 1Q25...
493 Views
COFCO Joycome (1610 HK): Brewing a Hog Cycle Upturn?
Cofco Joycome is well-positioned for China's hog cycle upturn, potential supply disruption from anti-dumping investigation into EU pork. Peers...
134 Views
China CRSC (3969 HK): Well Worth the Premium
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...
125 Views