Primer: Shenzhen Expressway (548 HK) - Aug 2026
Shenzhen Expressway operates a dual-core business model, combining a mature and cash-generative toll road portfolio with a growing...
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China Toll Road Sector: Higher for Longer......Yields
China's toll road sector has performed solidly since 2022, but is still offering attractive yields and healthy profit. Jiangsu Expressway stands...
726 Views
Shenzhen Intl (152 HK): Delivered as Promised
Shenzhen Intl's 2H24 net profit grew 22.7%, with a positive FY25 outlook driven by Shenzhen Exp and logistics margin recovery. Valuations are...
451 Views
Shenzhen Intl (152 HK): Realisation of Asset Values
Air China Cargo's listing and progress on the South China Logistics Park upgrade showcase SZI's asset values, with its 8.8% stake in Air China...
817 Views
Zhejiang Expressway (576 HK): Cheap Access to the Roaring Securities Sector
Zhejiang Expressway provides indirect cheap access to mainland securities through its ownership in Zheshang Securities, with a stable toll road...
623 Views