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Lonking Holdings (3339 HK)
Watchlist
41
Analysis
Industrials
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China
Lonking Holdings Ltd. designs, manufactures and sells wheel loaders and infrastructure machinery in the People's Republic of China.
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bullish
•
Thematic (Sector/Industry)
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06 Mar 2023 08:00
China NPC: Implications of Government Working Report 2023
A 0.2pp higher budget deficit and a Rmb3.8trn special purpose bond quota suggested government spending will remain important economic driver. More...
Osbert Tang, CFA
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275 Views
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bullish
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Thematic (Sector/Industry)
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21 Oct 2022 08:38
China Construction Machinery: Light at the End of the Tunnel, Finally
Industry sales of excavator and wheel loader have turned positve in Sep, after a lengthened depressed period since mid-2021. However, 2H22 earnings...
Osbert Tang, CFA
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127 Views
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bullish
•
Thematic (Sector/Industry)
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14 Jul 2022 08:33
China Construction Machinery: Turning to Positive Soon?
The pace of decline in construction machinery sales continued to narrow in Jun, and prospects will further improve in 2H22. Opportunities may...
Osbert Tang, CFA
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230 Views
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bullish
•
Thematic (Sector/Industry)
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02 Jun 2022 08:33
Roundup of Government Economic Supportive Policies: Key Winners
We expect the government economic supportive policies released in the last few days to drive the infrastructure, new energy, consumer discretionary...
Osbert Tang, CFA
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203 Views
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bullish
•
China Everbright Environment
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20 Dec 2021 08:28
Special Purpose Bonds in 2022: Benefiting China Everbright Env (257 HK) & China Comm Const (1800 HK)
We see local governments' special purpose bonds issuance and uses for 4Q21 and 1Q22 to benefit environmental and infrastructure construction...
Osbert Tang, CFA
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265 Views
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