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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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17 Jul 2025 07:30

China Heavy Machinery Sector: Anticipating More Upside

​Heavy machinery sales are on the rise, benefiting companies like Lonking, Sany Heavy, and Zoomlion. Strong 1H25 profit is expected, and despite...

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15 Jul 2025 07:30

CICC (3908 HK): It Is the Best of the Time

​CICC is alerting a strong 1H25 profit growth, leading in the HK IPO market with a promising H-share IPO pipeline of A-share companies. The market...

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14 Jul 2025 07:30

Orient Overseas Intl (316 HK): Something Seems Not Quite Right!

OOIL's share price surge is hard to justify as freight rates decline, volume decelerates and load factor contracts. Its P/B ratio is also above...

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11 Jul 2025 07:30

Sa Sa Intl (178 HK): Looking Better Forward

​Sa Sa shows signs of business recovery in 1Q FY26 with 4.7% turnover growth, driven by better mainland tourist arrivals. Trading at 1.55x P/B,...

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10 Jul 2025 07:30

Zhou Liu Fu (6168 HK): Are We or the Market Wrong?

​Zhou Liu Fu's impressive debut is overshadowed by its expensive valuation of 4.33x PEG with a low EPS CAGR. Comparisons to Chow Tai Fook suggest...

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