Chinese Airlines: Diverging Performance
Chinese airlines show signs of improvement in 1H24, but 2Q24 results vary: Air China leads with reduced losses, while China Southern slips back...
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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...
209 Views
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...
239 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...
523 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...
163 Views