Lonking (3339 HK): Back to Attractive Zone
We turned bullish on Lonking on 17 Apr, and since then, the stock has performed well. It has just issued a positive profit alert with 91-158% YoY...
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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...
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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...
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Lonking (3339 HK): Not Out of the Woods Yet
Lonking may disappoint the market by wide margin when it reports 1H22 result in Aug. Sales of its key product categories have been behind the...
322 Views
China A-Shares - EM Fund Ownership Guide
China A-Shares represent the 6th largest country holding among active EM investors. In this analysis, we analyse the current set up of A-Shares in...
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