Recent Relative Value Trade with Yangzijiang & the FTSE China A50 Index
Since Yangzijiang Shipbuilding announced an agreement with SITC International Holdings Co Ltd to build and deliver a dozen 1,800 TEU...
417 Views
Sinotrans (598 HK): Very Encouraging Profit Recovery Momentum in 2Q20
While the headline 1H20 profit for Sinotrans (598 HK) was a 19.9% YoY drop, the real focus should be on the 4% YoY profit growth (+10% for...
492 Views
SITC International (1308 HK): 1H20 - Continuing the Excellent Trajectory
SITC International (1308 HK) continued to deliver a set of impressive result for 1H20 despite the negative impact of COVID-19. Net profit grew...
382 Views
SITC International (1308 HK): 1Q20 Showed Exceptional Resilience
With a 0.9% YoY growth in revenue, SITC International (1308 HK) has not disappointed us in 1Q20. The COVID-19 outbreak has had harms on the...
331 Views
SITC International (1308 HK): Spectacular Show in FY19, Fundamentals Stay Solid
With an 11.4% YoY profit growth, SITC International (1308 HK)'s FY19 result did not disappoint us.Ā Moreover, it raised its final DPS by 3.8% even...
455 Views