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Osbert Tang, CFA
HK/China Equity Long-Short
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China
Joined:
26 March 2019
633
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Industrials & Utilities
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Recent
bullish
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CIMC Enric Holdings
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25 Apr 2024 07:30
CIMC Enric (3899 HK): Robust Order Backlog Outshined Lower 1Q24 Revenue
While CIMC Enric's 1Q24 revenue was down, new orders signed increased by 35.7%. Order backlog also grew 41.9% YoY and 17.8% against end-FY23....
Osbert Tang, CFA
142 Views
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bullish
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Tongcheng Travel Holdings
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24 Apr 2024 08:39
Tongcheng Travel (780 HK): Riding the High Tide
According to www.fliggy.com, outbound travel bookings during the 5-day Labour Day holiday have doubled this year. This was achieved on a high base...
Osbert Tang, CFA
378 Views
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bullish
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Fosun Tourism
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24 Apr 2024 07:30
Fosun Tourism (1992 HK): A Long-Awaited Upturn
Overall business volume grew 15.8% in 1Q24 with net profit sustaining improvement. Positive forward bookings indicated an encouraging outlook and...
Osbert Tang, CFA
275 Views
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bullish
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Thematic (Sector/Industry)
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23 Apr 2024 07:30
HK Strategy: What Are the Winners if US Hike Rates Instead of Cut?
HSI constituents like Orient Overseas, Budweiser Brewing, Galaxy Entertainment, Sunny Optical, and Haier Smart Home are set to gain in case the...
Osbert Tang, CFA
225 Views
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bullish
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Pacific Basin Shipping
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19 Apr 2024 07:30
Pacific Basin (2343 HK): The Market Is Overly Conservative
Pacific Basin announces US$40m share buyback, showing management's confidence in the outlook. Its vessel day coverage for FY24 leaves room for...
Osbert Tang, CFA
405 Views
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