China Construction Machinery: Excavator Sales Should Grow >50%yoy in May as Well
In April 2020, China's excavator sales reported at 45,426 units, up 60% yoy, which is well above market expectations. We believe excavator sales...
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Zoomlion – Consensus Appears to Be Underestimating the Operating Leverage of This Late-Cycle Play
Some of China’s A-share construction machinery names had a very good 2019 as Sany rose 112%, XMCG rose 69% and Zoomlion rose 88% during the year....
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Screening the Silk Road: Small-Mid Cap High Risk Names to Avoid: Q4 2019
* Our Q3-2019 Small-Mid Cap High-Risk list of stocks ( Screening the Silkroad: Small-Mid Cap High-Risk Names to Avoid: Q3 2019 ) Â produced a market...
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HK Connect Ideas: Connect Stock Review This Week, Sunny Optical, Gold Miners (2019-08-30)
In our weekly HK Connect Snippet series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as...
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Screening the Silkroad: Small-Mid Cap High-Risk Names to Avoid: Q3 2019
Reduced List, but significant all the same OurQ2-2019 Small-Mid Cap High-Risk list of stocks (Screening the Silkroad: Small-Mid Cap High-Risk...
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