CSI500 Index Rebalance Preview: Potential Adds Outperforming Potential Deletes
We see 50 changes a side for the CSI500 in Dec. The Industrials sector could take a lot of index spots from Materials as one-way turnover exceeds...
688 Views
China Construction Machinery – Near-Term Recovery More Seasonal than Structural
Following a rally since early Feb, we believe the market has already priced in the upcoming recovery of machinery demand.
353 Views
China Construction Machinery / HDT – 2023 Outlook
We are turning more positive on the construction machinery & heavy-duty truck (HDT) sector as we expect meaningful earnings recovery in 2023E...
522 Views
Zhejiang Dingli - A (603338 CH) – 3Q22 Earnings +36% YoY Better than Expectation
Dingli reported strong net profit growth of 36% YoY in 3Q22, driven by a surprising recovery of gross margin (+5.8ppt YoY) and FX gains that offset...
154 Views
CSI300 Index Rebalance: Big Sector Shift with 28 Changes
The June rebalance of the CSI300 Index will have 28 changes, a large sector skew, one-way turnover of 4.11% and a one-way trade of CNY 10bn. The...
1k Views