Capital Goods - Key takeaways from investor calls after sector pullback
Based on our understanding, market was concerned about (1) the US interest rate hike that would affect overseas construction demand; (2) weakness...
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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...
127 Views
A-H Premium Weekly (Oct 9th): Innocare, Ganfenglithium, China East Air, Yofc
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Innocare, Ganfenglithium, China East Air, Yofc.
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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.
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SANY Heavy Industry H Share Listing (6031 HK): Trading Debut
Sany Heavy raised US$1.7 billion in gross proceeds. Sany's international oversubscription rates were above the median of recent large AH listings....
911 Views