CAL (2610 TT) Sales Recovery after Borders Reopen
Assign STRONG BUY given dual engines for sales growth in 2022 on the back of stable cargo business and recovery of the passenger business. CAL will...
245 Views
China Tourism Group A/H Listing Early Look - Over US$5bn Raising for a Monopoly on Chinese Tourists
China Tourism Group Duty Free Corp Ltd (601888 CH) aims to raise around US$5-10bn in its H-share listing in Hong Kong. It had 92.3% market share by...
471 Views
Asia Shorts: Geely, Ganfeng, Pharmaron, Evergrande, Fujitsu, Canon, Renesas, Toshiba, LGD, Doosan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
292 Views
Asia Shorts: Meituan, JDH, Smoore, Ping An, Kirin, NTT, Toshiba, HMM, Doosan, LGD, Hanwha, Evergreen
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
294 Views
BOC Aviation (2588 HK): The Stars Don't Look Bigger, but They Do Look Brighter
As downstream players continue to hemorrhage cash, over 99% of BOCAVI’s aircraft are still cash-generating. Valuation is undemanding for a high...
697 Views