bearish
China & HK Strategy: Stocks Exposed to the US and Higher Tariffs
Osbert has highlighted this Insight as a Top Pick
683 Views18 Nov 2024 07:30
US tariffs may only affect an average of ~10% revenue of HK-listed industrials on a net basis. Vesync, Chervon, and AAC Technologies look exposed due to significant US sales but production in China.
What is covered in the Full Insight:
- Introduction
- Impact of US Tariffs on HK-listed Companies
- Companies with High US Exposure
- Mitigating Strategies by Companies
- Conclusion and Market Considerations
Boomeranged on Mon, 3 Feb 2025 07:43
US President Donald Trump announced a 10% tariff on China’s products to start on 4 Feb. While this is lower than 60% as proposed earlier during his election, it will still affect some players with a significant manufacturing presence in China in their exports to the US. Vesync (2148 HK), Chervon Holdings (2285 HK), and AAC Technologies Holdings (2018 HK) are more exposed.
SUMMARY
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Osbert Tang, CFA
HK/China Equity Long-Short
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