HK/China Equity Long-Short

Osbert Tang, CFA

Osbert Tang is an equity analyst with over 20 years of experience with focuses on China transport, infrastructure, industrials and utilities sectors. He has been based in Shanghai since 2003, accumulated nearly 20 years of on-ground knowledge on the Chinese economy and financial markets, and has a wealth of contacts with China corporates and government entities. 

Osbert has received votes from top-tier institutional investors and has been a highly-ranked transport and infrastructure analyst in the Asiamoney, Institutional Investors and Greenwich surveys. In addition to his extensive experience with international investment banks including RBS, ABN AMRO (both served as Shanghai Chief Representative), Paribas Asia Equity, Maybank Kim Eng and DBS Securities, he has been a senior analyst with Moody’s Investors Service with focus on ratings of China infrastructure and related LGFV issuers. He has also worked in the area of strategic development at Sun Hung Kai Properties Limited. 

Osbert holds a BBA from the Chinese University of Hong Kong, an MBA from the University of Texas at Austin and a MSSc in Applied Psychology from the City University of Hong Kong. He was accredited with the CFA charter in 1997, and is a member of both British Psychological Society and Hong Kong Psychological Society.

China East Education (667 HK): Rock Solid Improvements

China East Education (667 HK): Riding on Government's Push for Vocational Schools

China East Education (667 HK): In an Excellent Position

China & HK Strategy: Which Stocks Will Thrive?

Kunlun Energy (135 HK): Remains Very Decent

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/china-east-education-holdings" target="_blank" data-smartkarma-citation="entities:27843:1" rel="noopener">China East Education (667 HK)</a>'s solid margin expansion across all business segments demonstrated its ability to generate further growth in the next two years. </li>
<li>It is well placed to benefit from the demand for skilled workers. There is an impressive increase in enrollment in long-term courses, suggesting that revenue is more secure.</li>
<li>While the 11.4x FY26 PER is the highest in the sector, it has the best EPS CAGR and the highest ROE of over 18% for FY26-28F.</li>
</ul>



China East Education (667 HK)'s solid margin expansion across all business segments demonstrated its ability to generate further growth in the next two years. 
It is well placed to benefit from the demand for skilled workers. There is an impressive increase in enrollment in long-term courses, suggesting that revenue is more secure.
While the 11.4x FY26 PER is the highest in the sector, it has the best EPS CAGR and the highest ROE of over 18% for FY26-28F.


China East Education (667 HK): Well Placed