bullish
China Transportation: In-Depth Look into April Export Figures and Readthrough to Sea and Air Freight
189 Views11 May 2020 08:44
China's export growth (US$ terms) of 3.5% YoY in Apr reversed the trend of decline in 1Q20, but a deeper look is needed for discovering the...
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Osbert Tang, CFA
HK/China Equity Long-Short
- China Transportation: Strong Aug Export to Benefit Sinotrans (598 HK) And SITC Intl (1308 HK)08 Sep 2020
- China Transportation: In-Depth Look into April Export Figures and Readthrough to Sea and Air Freight11 May 2020
- Sinotrans (0598 HK): 1Q20 in Line, Still See Positive Risk-Return Payoff at Historical Low Valuation04 May 2020
- SITC International (1308 HK): 1Q20 Showed Exceptional Resilience04 May 2020
- Shanghai International Airport (600009 CH): Channel Checks Suggest Very Strong Freight Traffic24 Apr 2020
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