Conch Venture (586 HK): Improving Risk-Reward Profile
Following CCEP spin-off and recent share price decline, Conch Venture is now at more attractive valuation level. In the medium term, upside will...
500 Views
China Everbright Environment (257 HK): Sell-Down Unwarranted Given Positive Prospects
While CEE's FY21 is below expectation, we think that good new project momentum, further increase in operation revenue and collection of national...
440 Views
SG Real Estate Sector Update: Private Home Sales & Earnings Commentaries
Preliminary Feb ’22 private home sales -27.2% MoM and -24.0% YoY primarily due to lack of major new launches, CNY and declining inventory of...
1.2k Views
China Everbright Water (1857 HK): Good New Project Flow Is the Key
CE Water achieved good growth in new project in 2H21; and with the increase in special purpose bonds issuance by local governments, we see the...
357 Views
China Everbright Environment (257 HK): Roaring in the Year of Tiger!
CEE's FY21 result should be impressive and will serve as share price catalyst. Solid recent new project pipeline and higher special purpose bond...
455 Views