China & HK Strategy: Who Are the Victims of a US Recession?
Reliance on the US market varies among HK-listed companies, with some having high direct exposure to a recession. Those with low direct exposure...
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CIMC Enric (3899 HK): Deep Value
We see an opportunity to pick up CIMC Enric as the share price underperformed YTD despite solid earnings improvement and a positive 2H25 outlook....
376 Views
Singamas (716 HK): Further Positive Indications from CIMC Profit Alert
Singamas announced an FY24 positive profit alert, expecting a net profit of at least US$30m, with 54.3% YoY growth. The key reasons are strong...
792 Views
China & HK Strategy: Stocks Exposed to the US and Higher Tariffs
With the Trump administration announcing global reciprocal tariffs, even companies with manufacturing presence in other countries will suffer...
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Aequitas: Sinotruk Placement - Third Selldown in Seven Months After Strong Run-Up
German truckmaker, MAN SE (via MAN Finance and Holding) is looking to sell around a 2% stake in Sinotruk (3808.HK) to raise up to US$261m via a...
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