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αSK

Smartkarma AI

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

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Equity Bottom-Up

Chongqing Machinery & Electric / Equity Bottom-Up

<ul>
 <li>CQME is a diversified industrial conglomerate with a broad product portfolio, including power equipment, automotive parts, and general machinery, positioning it to benefit from China's industrial upgrading.</li>
 <li>The company exhibits strong value and dividend characteristics, with a low price-to-book ratio and a history of attractive shareholder payouts, supported by robust recent growth in net income and free cash flow.</li>
 <li>Despite recent positive performance, the company faces headwinds from declining gross and EBITDA margins, historical earnings volatility, and high competitive intensity within China's machinery sector.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  CQME is a diversified industrial conglomerate with a broad product portfolio, including power equipment, automotive parts, and general machinery, positioning it to benefit from China's industrial upgrading.
  The company exhibits strong value and dividend characteristics, with a low price-to-book ratio and a history of attractive shareholder payouts, supported by robust recent growth in net income and free cash flow.
  Despite recent positive performance, the company faces headwinds from declining gross and EBITDA margins, historical earnings volatility, and high competitive intensity within China's machinery sector.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Chongqing Machinery & Electric (2722 HK) - Oct 2025

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

Shanghai Electric Group Company / Equity Bottom-Up

<ul>
<li>Hong Kong markets continue to outperform global equity markets this year outperforming the MSCI Asia Pacific index by a substantial margin.</li>
<li>
<a href="https://www.smartkarma.com/entities/shanghai-electric-group-company-limited-d542164d-4d5a-4ce0-b33e-5fe6bc34722c" target="_blank" data-smartkarma-citation="entities:8777:1" rel="noopener">Shanghai Electric Group Company (2727 HK)</a> has a breakout pattern to a new high as it re-rates as a China robotics company.
</li>
<li>
<a href="https://www.smartkarma.com/entities/china-railway-construction-corp-limited" target="_blank" data-smartkarma-citation="entities:263:1" rel="noopener">China Railway Construction Corp (1186 HK)</a> has a breakout from a symmetrical triangle pattern showing further upside as valuations within the sector remain depressed. 
</li>
</ul>


Hong Kong markets continue to outperform global equity markets this year outperforming the MSCI Asia Pacific index by a substantial margin.

Shanghai Electric Group Company (2727 HK) has a breakout pattern to a new high as it re-rates as a China robotics company.


China Railway Construction Corp (1186 HK) has a breakout from a symmetrical triangle pattern showing further upside as valuations within the sector remain depressed. 



Technically Speaking, Breakouts and Breakdowns: HONG KONG (OCTOBER 27)

<ul>
<li>Hong Kong markets continue to outperform globally this year with short selling declining and mainland buying increasing.  These trends should accelerate going into next year.</li>
<li>
<a href="https://www.smartkarma.com/entities/sun-art-retail-group-ltd" target="_blank" data-smartkarma-citation="entities:401:1" rel="noopener">Sun Art Retail (6808 HK)</a>resumed trading after announcing that the company is entertaining one or more potential acquisition plans for the company.  The company also announced strong 1H25 earnings.
</li>
<li>
<a href="https://www.smartkarma.com/entities/shanghai-electric-group-company-limited-d542164d-4d5a-4ce0-b33e-5fe6bc34722c" target="_blank" data-smartkarma-citation="entities:8777:1" rel="noopener">Shanghai Electric Group Company (2727 HK) </a>announce a buyback plan for 10% of A and H shares outstanding.  The company also announced the acquisition of the China Fanuc robotics business.
</li>
</ul>


Hong Kong markets continue to outperform globally this year with short selling declining and mainland buying increasing.  These trends should accelerate going into next year.

Sun Art Retail (6808 HK)resumed trading after announcing that the company is entertaining one or more potential acquisition plans for the company.  The company also announced strong 1H25 earnings.


Shanghai Electric Group Company (2727 HK) announce a buyback plan for 10% of A and H shares outstanding.  The company also announced the acquisition of the China Fanuc robotics business.



The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (October 22)

China

Chongqing Machinery and Electric Co Ltd operates as a machine-tool maker. The Company manufactures equipment for industries such as auto production and environmental protection.

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Chongqing Machinery & Electric (2722 HK)

Primer: Chongqing Machinery & Electric (2722 HK) - Oct 2025

CQME is a diversified industrial conglomerate with a broad product portfolio, including power equipment, automotive parts, and general...

αSK

Technically Speaking, Breakouts and Breakdowns: HONG KONG (OCTOBER 27)

HK markets are the star performers in Asia beating the MSCI Asia Pacific index. Shanghai Electric has a breakout as it re-rates as a robotic...

David Mudd

The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (October 22)

HK out-perform global peers with short selling abating and mainland buying increasing. Sun Art resumed trading as it entertains potential buyout...

David Mudd

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