bearish•Cosco Shipping Energy Transportation Co. Ltd. (H)•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...
bearish•Lonking Holdings•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...
bullish•ZTO 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...
bullish•AviChina Industry & Technology H•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...
bullish•Haier Smart Home •14 Sep 2023 08:00