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Osbert Tang, CFA
HK/China Equity Long-Short
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China
Joined:
26 March 2019
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Recent
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
71 Views
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bullish
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Thematic (Sector/Industry)
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18 Apr 2024 10:05
China's Hydrogen Economy: Re-Igniting Interests
Sichuan province held "the conference on further promoting the development and promotion of the entire green hydrogen industry chain" in the last...
Osbert Tang, CFA
538 Views
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bullish
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Anta Sports Products
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17 Apr 2024 18:17
Anta Sports (2020 HK): Sustains Strengths into FY24
Anta's 1Q24 sales were lower than the full-year target, with ANTA brand up mid-single digit, FILA brand up high-single digit, and other brands up...
Osbert Tang, CFA
522 Views
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bullish
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Lonking Holdings
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17 Apr 2024 07:30
Lonking (3339 HK): Policy Tailwind
Government policy support and improving industry demand should drive a potential uptick in sales for Lonking in 2H24. Attractive valuations and a...
Osbert Tang, CFA
186 Views
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bullish
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Sa Sa International Hldgs
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15 Apr 2024 08:00
Sa Sa Intl (178 HK): Steady Recovery, but Biased by High Base
Sa Sa's 4Q FY24 sales dipped 4.1% YoY, but mainland China sales were up 18.2%. Positive factors include more mainland cities in individual visit...
Osbert Tang, CFA
246 Views
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