Lonking (3339 HK): Position for China's Post-Outbreak FAI Drive?
We believe the Chinese government will boost fixed asset investment (FAI) after the Wuhan coronavirus outbreak is contained. In our view, FAI is...
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Lonking (3339 HK): A Cheap and Quality Pick for China's Infrastructure Spending
Lonking Holdings (3339 HK) has been a laggard among the Chinese construction machinery companies in last year's rally. However, we think that the...
515 Views
Screening the Silk Road:Â Q1-2019 Small-Mid Cap GARP (Zulu Warrior Screening)
Value made a comeback, but growth remains core: In May 2018, we examined the divide between value and growth stocks, ( Notes from the Silk...
644 Views
China Heavy Machinery-Back to Doldrums in 2019
We estimate China's heavy machinery sector sales turn weaker in 2019EÂ because Incremental demand on main machines, excavators, loaders, heavy duty...
509 Views
Notes from the Silk Road:Â Small-Mid Cap Screening for Zulu Warriors
The Value/Growth style dynamic: Globally, it seems growth stocks as an investment style have been dominant since Q3-2012, which has not helped...
321 Views