Estun Is on Track of Achieving Its Sales Target
MIR forecasts China's IR industry growth to accelerate to ~12% y/y in 2023. Estun's management sees order growth back to normal in Mar and Apr.
365 Views
Minth: Buy
Minth's revenue will be driven by the fast-growing battery housing business and recovery of US and EU auto markets this year. Each segment's GM is...
375 Views
Yili: 4Q22 and 1Q23 Results - Buy
4Q22 result beat and 1Q23 result in line. Revenue growth to accelerate and margin to improve in 2023. Attractive valuation.
280 Views
Sany Heavy: Buy
China’s construction engineering industry declined more than expected in 2022. The industry may reach the inflection point by end of 2023 or 1H24.
361 Views
China Education Group (CEG) Completed the Placement for Potential M&As
China Education Group (CEG) completed the placement of HKD1.61bn on Jan 9. The purpose of the placement is for potential M&As deals, which signals...
396 Views