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COSCO Shipping Energy (1138 HK): Clearly Over-Optimistic
CSET's rally is excessive as the market has built up unrealistic expectations on 2H23 earnings. A weakened demand outlook and higher fuel cost...
Osbert Tang, CFA
281 Views
Lonking (3339 HK): Between a Rock and a Hard Place
Lonking's valuations are not too expensive, but 2H23 earnings may disappoint. Domestic sales have not improved, strong export in 1H23 not...
Osbert Tang, CFA
244 Views
ZTO Express (2057 HK/ZTO US): Rock Solid Competitive Position
Market share expansion, cost management, volume growth, new initiatives, and solid net cash contribute to ZTO's outlook. Its leadership position...
Osbert Tang, CFA
282 Views
AviChina Industry (2357 HK): This Is Just the Beginning
AviChina will sustain profit growth in 2H23, benefiting from geopolitical turmoil and earnings outlook in its subsidiaries. In 2Q23, all its A...
Osbert Tang, CFA
228 Views
Haier Smart Home (6690 HK): Healthy Growth Despite Challenges
Weak share price seems unwarranted despite strong 1H23 results and solid financial position. Market share growth, high-end brand sustainability,...
Osbert Tang, CFA
258 Views