CIMC Vehicles Group: First-Day Trading Thoughts
CIMC Vehicle Group Co Ltd (1839 HK), a subsidiary of China International Marine Cntnrs Gp (2039 HK), is the largest semi-trailer manufacturer with...
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CIMC Vehicles Group IPO: A Reasonable Valuation
CIMC Vehicle Group Co Ltd (1706044D HK), a subsidiary of China International Marine Cntnrs Gp (2039 HK) ​(63% shareholder), is the largest...
727 Views
HCM:Â Setsumeikai Positive and Earnings Should Grow on Constant Currency Basis
We consider the tone of HCM's setsumeikai to have been largely positive. While guidance looked very weak, on a constant currency basis the company...
547 Views
HCM:Â 4Q Unlikely to Surprise but We Do Not Expect an Earnings Decline Next Year
Hitachi Construction Machinery (6305 JP) is down 41% since its early Feb 2018 peak. This is despite consensus OP estimates having risen 28% since...
480 Views
S&P 500 and S&P 600 Testing Resistance
We believe the market is at short-term overbought extremes and is contending with resistance. Resistance levels we are monitoring include...
703 Views