bullish

CPMC Holdings

CPMC Holdings (906 HK): Good Time to Re-Visit

CPMC's current valuations cannot sufficiently reflect the uptrend in its ROE. Higher ASP and lower input costs will see better profit margin in 2H22 after hitting a trough in 1H22.

Equity Bottom-Up
222 Views, 20 Sep 2022 08:36
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Osbert Tang, CFA
China Analyst - Equity Long-Short, Onshore Credit
Hong Kong & ChinaIndustrials & UtilitiesEquity Bottom-UpThematic (Sector/Industry)
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  • CPMC Holdings (906 HK): Good Time to Re-Visit
    20 Sep 2022
  • CPMC Holdings (906 HK): Short Term Tough but Long Term Story Intact
    23 Mar 2022
  • CPMC (906 HK): Cost Pressure Appears Controlled While Demand Looks Firm
    03 Nov 2021
  • CPMC Holdings (906 HK): Healthy 1H21 Despite Rising Cost, Highlights from Post-Result Call
    20 Aug 2021
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