INSIGHT PROVIDER
Xin Yu, CFA

Xin Yu, CFA
Equity Analyst

23
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Information Technology Equity Bottom-Up Thematic (Sector/Industry)
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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.

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bullishMinth Group Ltd
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...

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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.

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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.

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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...

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