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Osbert Tang, CFA

Osbert Tang, CFA
HK/China Equity Long-Short

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Hong Kong & China Industrials & Utilities Equity Bottom-Up Thematic (Sector/Industry)
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18 Mar 2024 08:00

AviChina Industry (2357 HK): Better Look Forward

​AviChina's FY23 earnings growth is affected by dilution and restatement, while its A-share subsidiaries see strong growth. The stock trades at a...

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15 Mar 2024 08:58

Air China (753 HK): Up Stakes in CX?

With the significant improvement in profit at Cathay Pacific in FY23 and the sustained recovery in international traffic, Air China has an even...

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13 Mar 2024 08:00

Increasing HK Duty Free Quota: The Beneficaries

​Potential increase in duty-free quota for mainland visitors to Hong Kong to benefit retail sectors, with Luk Fook as the top jewellery play, Sa Sa...

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11 Mar 2024 08:00

China Longyuan (916 HK): Mean Reversion

​China Longyuan is poised for a valuation mean reversion with three catalysts: power generation acceleration, cash flow improvement, and wind power...

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08 Mar 2024 08:00

SITC International (1308 HK): Bidding Farewell to the Trough

​SITC's disappointing FY23 earnings decline may be already priced in. With sequentially higher freight rates, there is a potential for a rebound in...

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