Haitian (1882.HK): Well Aligned to Long-Term Themes, Buy
Although better than expected 1H2021 results has delighted investors recently, Haitian’s share performance may experience short term weakness
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Bestway Global’s Privatisation Bid
Bestway announced a privatisation offer from Mr Zhu Qiang (the Founder, Chairman & CEO) at HK$4.38 per scheme share. While not a knockout offer, we...
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EM Remains Global Leadership -- Remain Overweight
Price and RS uptrends for the MSCI EM index continues to underpin our bullish outlook for emerging market equities -- remain overweight.
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Haitian International: Look Through the Trade War Noise, Earnings Momentum Will Pick Up
Haitian's new orders from major customers are increasing in our view. Short-term interrupt from Coronavirus is fading. China's PMI stood above 50%...
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China Capital Goods: New Infrastructure, New Opportunities!
With the boost on New Infrastructure from Central Government, rail sector, power T&D (transmission and distribution) sector, automation &...
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