Primer: Sany Heavy Industry (600031 CH) - May 2026
Dominant Market Leader Pivoting to Global Growth: Sany is the third-largest heavy equipment manufacturer globally and a dominant leader in...
89 Views
Lonking (3339 HK): Another Great Year, with 67% of Share Price Is Net Cash
Just 8 days after our Insight, Lonking issued a FY25 profit alert for Rmb1,250-1,330m, 9-16% higher than the consensus. Key reasons are strong...
362 Views
Lonking (3339 HK): Boom, Boom, Boom
Sany Intl's net profit grew 23.2% in 1Q25, suggesting good momentum for the construction and heavy machinery demand. CCMA data also indicated that...
743 Views
Capital Goods - Strong sales of earth-moving machinery in Apr; price hikes planned for excavators
China Construction Machinery Association (CCMA) released over the weekend the data for earth-moving machinery sales in Apr 2026.
90 Views
Sany Heavy Industries A/H Trading - Strong Insti, Weak Retail. Pricing Still Tight
Sany Heavy Industry (600031 CH), raised around US$2.0bn in its H-share listing. In this note, we talk about the trading dynamics.
616 Views