Daikin – North American Margin Improvement Could Offer Upside
Following up on our previous note highlighting that Daikin appears to be attempting a breakout above all-time highs, we spoke to the company to...
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Midea (000333): Sell and Wait for the Robot
Investors are hopeful that the US-China Trade issues will be resolved soon, driving the share price up by almost 100% YTD when in reality, every...
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Daikin – Worth A Look as China Hints at Bottoming
Daikin reported results on the 6th of November which were slightly below consensus at the OP line at ¥78.7bn (consensus ¥82.6bn), despite beating...
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Havells | Is Lloyd Turning Out to Be a Bad Apple?
Havells acquired Lloyd with an objective of penetrating deeper into consumer homes with Lloyd's products like Air Conditioners (AC), refrigerators,...
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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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