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Osbert Tang, CFA
China Analyst - Equity Long-Short, Onshore Credit
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Location:
China
Joined:
26 March 2019
558
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Hong Kong & China
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Industrials & Utilities
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bearish
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Cosco Shipping Energy Transportation Co. Ltd. (H)
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27 Sep 2023 08:00
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
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bearish
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Lonking Holdings
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25 Sep 2023 08:00
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
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bullish
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ZTO Express Cayman
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20 Sep 2023 08:00
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
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bullish
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AviChina Industry & Technology H
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18 Sep 2023 08:00
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
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bullish
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Haier Smart Home
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14 Sep 2023 08:00
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
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