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Osbert Tang, CFA
HK/China Equity Long-Short
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China
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26 March 2019
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bullish
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AviChina Industry & Technology H
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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...
Osbert Tang, CFA
241 Views
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bullish
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Air China Ltd (H)
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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...
Osbert Tang, CFA
495 Views
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bullish
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Thematic (Sector/Industry)
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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...
Osbert Tang, CFA
245 Views
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bullish
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China Longyuan Power
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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...
Osbert Tang, CFA
224 Views
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bullish
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SITC International
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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...
Osbert Tang, CFA
268 Views
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