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INSIGHT PROVIDER
Xin Yu, CFA
Equity Analyst
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Location:
Hong Kong
Joined:
12 February 2022
23
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bullish
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Estun Automation
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06 May 2023 11:54
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.
Xin Yu, CFA
365 Views
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bullish
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Minth Group Ltd
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03 May 2023 22:38
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...
Xin Yu, CFA
375 Views
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bullish
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Inner Mongolia Yili Industrial Group (A)
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01 May 2023 19:02
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.
Xin Yu, CFA
280 Views
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bullish
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Sany Heavy Industry
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26 Jan 2023 09:50
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.
Xin Yu, CFA
361 Views
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bullish
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China Education Group
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11 Jan 2023 09:05
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...
Xin Yu, CFA
396 Views
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