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Osbert Tang, CFA
HK/China Equity Long-Short
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China
Joined:
26 March 2019
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bullish
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Thematic (Sector/Industry)
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23 Apr 2024 07:30
HK Strategy: What Are the Winners if US Hike Rates Instead of Cut?
HSI constituents like Orient Overseas, Budweiser Brewing, Galaxy Entertainment, Sunny Optical, and Haier Smart Home are set to gain in case the...
Osbert Tang, CFA
178 Views
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bullish
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Pacific Basin Shipping
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19 Apr 2024 07:30
Pacific Basin (2343 HK): The Market Is Overly Conservative
Pacific Basin announces US$40m share buyback, showing management's confidence in the outlook. Its vessel day coverage for FY24 leaves room for...
Osbert Tang, CFA
401 Views
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bullish
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Thematic (Sector/Industry)
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18 Apr 2024 10:05
China's Hydrogen Economy: Re-Igniting Interests
Sichuan province held "the conference on further promoting the development and promotion of the entire green hydrogen industry chain" in the last...
Osbert Tang, CFA
544 Views
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bullish
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Anta Sports Products
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17 Apr 2024 18:17
Anta Sports (2020 HK): Sustains Strengths into FY24
Anta's 1Q24 sales were lower than the full-year target, with ANTA brand up mid-single digit, FILA brand up high-single digit, and other brands up...
Osbert Tang, CFA
531 Views
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bullish
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Lonking Holdings
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17 Apr 2024 07:30
Lonking (3339 HK): Policy Tailwind
Government policy support and improving industry demand should drive a potential uptick in sales for Lonking in 2H24. Attractive valuations and a...
Osbert Tang, CFA
200 Views
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