CIMC Vehicles Group: First-Day Trading Thoughts
CIMC Vehicle Group Co Ltd (1839 HK), a subsidiary of China International Marine Cntnrs Gp (2039 HK), is the largest semi-trailer manufacturer with...
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CIMC Vehicles Group IPO: A Reasonable Valuation
CIMC Vehicle Group Co Ltd (1706044D HK), a subsidiary of China International Marine Cntnrs Gp (2039 HK) ​(63% shareholder), is the largest...
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Techtronic Industries (0669.HK): Favourable Macro Outlook Powering Its Outlook.
Techtronic Industries Co Ltd. (669 HK) is well-positioned to grow its earnings in the current macroeconomic environment. Its key operating units,...
661 Views
Oct-Nov California Home Sales Wobble, Plus Big Decline in Re-Fi Pool; Stay Short US Home Improvement
California October-November price and sales data mixedSince our last note on this topic on November 16th, the California Association of Realtors...
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[Home Prices & Mortgage Rates Up] + [Weak Guidance From HD, LOW] = Stay Short Home Improvement Names
Back in late September we analyzed the latest numbers coming out of Southern California's suburban real estate market and concluded that it would...
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