Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top Quartile
Osbert Tang, CFA
HK/China Equity Long-Short
Message
Follow
Location:
China
Joined:
26 March 2019
801
Insights
368.3k
Views
594
Followers
Hong Kong & China
•
Industrials & Utilities
•
Equity Bottom-Up
•
Thematic (Sector/Industry)
Message
Follow
Regions
Sectors
Verticals
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Thematic (Sector/Industry)
•
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...
Osbert Tang, CFA
323 Views
Share
bullish
•
China International Capital Corporation
•
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...
Osbert Tang, CFA
276 Views
Share
bearish
•
Orient Overseas International
•
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...
Osbert Tang, CFA
200 Views
Share
bullish
•
Sa Sa International Hldgs
•
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,...
Osbert Tang, CFA
186 Views
Share
bearish
•
Zhou Liu Fu Jewellery
•
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...
Osbert Tang, CFA
196 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.54.8
x