Anhui Conch Cement (914 HK): Increasingly Favourable Odds
Anhui Conch's profitability is set to improve in 2-4Q24 due to stable prices, cost control, and a favourable comparison base. Net cash equals 46%...
263 Views
Singamas (716 HK): Net Cash 1.6x of Market Cap, Why Not Privatise?
Singamas presents a potential privatisation opportunity with a significant cash surplus compared to the market cap. Business outlook is improving...
214 Views
HK Strategy: Where Are the Short-Term Opportunities?
Li Auto, Link REIT, China Mengniu, Hang Lung Properties, and Galaxy Entertainment are massive laggards YTD but the recent rebound from the trough...
225 Views
China Comm Const (1800 HK): Continue to Deliver
Gross margin expansion and reversal of impairments are drivers behind CCCC's 10% earnings growth in 1Q24, ahead of consensus forecast. We estimate...
169 Views
COSCO Shipping Energy (1138 HK): Surfing the High Tide
CSET’s 1Q24 earnings of Rmb1.24bn (+12.8%) are better than we expected as the lower spot VLCC market has had no impact on profitability. Excluding...
672 Views