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CMB International

CMB International
External broker reports(aggregated public sources)
CMB International

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China & Hong Kong • Equity Bottom-Up
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bullish•Thematic (Sector/Industry)•21 Mar 2023 09:42•Broker Report

China Software & IT Services – Implications of Huawei MetaERP

This is negative to the China ERP market as competition heats up but the impacts to Yonyou and Inspur will be larger than Kingdee as the formers...

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bearish•Longfor Properties•21 Mar 2023 09:40•Broker Report

Longfor (960 HK) – Transition leaving growth muted

On the DP side, the lack of effective land bank (only 22.5mn sqm excl. Yantai and sold but unbooked GFA) would put sales outlook under pressure...

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bullish•Thematic (Sector/Industry)•21 Mar 2023 09:38•Broker Report

China Property Sector – Property+ Weekly: Sales continued to cheer up the market

The latest high frequency data continues to cheer up the market especially the new home sales which booked +9%/+35% WoW/MTD YoY growth and the YTD...

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bullish•Xpeng•21 Mar 2023 09:36•Broker Report

Xpeng Inc. (XPEV US) – 4Q22 earnings miss; sales may rise QoQ in FY23E

Both Xpeng’s revenue and net loss in 4Q22 missed our prior forecasts, largely due to more intensified competition than expected.

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bullish•China Lilang•21 Mar 2023 09:35•Broker Report

China Lilang (1234 HK) – Turning around with attractive yield

We are still positive considering the turnaround (decent YTD performance and FY23E target) and its limited downside (9% dividend yield).

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