Luxshare (002475 CH) – Reiterate BUY on Stronger 2H22 Growth
The stock now trades at 18.3x FY23E P/E, close to 1-sd below 5-yr average P/E. Reiterate BUY and rollover TP to RMB52.3, based on 30x FY23E P/E.
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Northbound Flows: CATL, Moutai, Yunnan Energy New Material, Aier Eye
We highlight weekly southbound inflows into the A-share market into CATL, Moutai, Yunnan Energy New Material, and outflows from Aier Eye.
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SH/​​SZ Connect Flow Weekly: Goertek, Luxshare, Yonghui, China Tourism
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to highlight key stocks and sectors which the mainland investors traded via the...
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Casetek - Pegatron: WFH Dynamics Mean Taiwan Cash Merger Trading Cheapish?
On 13th August 2020, Taiwan-listed electronic manufacturing giant Pegatron Corp (4938 TT) announced they would be acquiring the remaining 40% of...
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Active Fund Manager's Favoured (And Least Favoured) China Stocks
In this report, we show 2 portfolios based on the most favoured and least favoured stocks among High Active China focused equity managers. The...
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