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Osbert Tang, CFA

Osbert Tang, CFA
China Analyst - Equity Long-Short, Onshore Credit

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Hong Kong & China Industrials & Utilities Equity Bottom-Up Thematic (Sector/Industry)
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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...

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bearishLonking Holdings25 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...

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bullishZTO Express Cayman 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...

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bullishAviChina Industry & Technology H18 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...

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bullishHaier Smart Home 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,...

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