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招银国际-极兔速递-W-01519.HK-Largest express delivery operator in SEA to expand globally-231219
2023-12-19
作者:Wayne Fung,Katherine Ng
评级:
页数:56 页
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招银国际-2024 Outlook: Slowdown of overseas demand along with lack of growth in China; be selective-2311
2023-12-01
作者:Wayne Fung,Katherine Ng
评级:
页数:34 页
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招银国际-China Construction Machinery:Huge AWP expansion plan by SANY points to deterioration of competi
2023-11-27
作者:Wayne Fung,Katherine Ng
评级:
页数:3 页
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招银国际-Good execution but rising concerns on price competition-231117
2023-11-20
作者:Wayne Fung,Katherine Ng
评级:
页数:9 页
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招银国际-China Heavy Duty Truck:Weichai’s multi-cylinder engine sales +71% YoY;Market share gain continu
2023-11-17
作者:Wayne Fung,Katherine Ng
评级:
页数:3 页
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招银国际-Natural gas HDT +14.8x YoY in Oct on low base; Expect momentum to continue; Weichai our top pic
2023-11-15
作者:Wayne Fung,Katherine Ng
评级:
页数:4 页
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招银国际-三一国际-00631.HK-Weak revenue growth in the price; overseas growth story still intact-231102
2023-11-02
作者:Wayne Fung,Katherine Ng
评级:
页数:6 页
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招银国际-潍柴动力-000338-3Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue to be key drive
2023-10-16
作者:Wayne Fung,Katherine Ng
评级:
页数:7 页
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招银国际-潍柴动力-02338.HK-3Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue to be key dri
2023-10-16
作者:Wayne Fung,Katherine Ng
评级:
页数:7 页
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招银国际-三一国际-00631.HK-Net profit in 2Q23 +19% YoY; Higher R&D spending but still a set of good qual
2023-09-01
作者:Wayne Fung,Katherine Ng
评级:
页数:6 页
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招银国际-恒立液压-601100-2Q23 earnings +24%; Gross margin below expectations but likely rebounds-230829
2023-08-29
作者:Wayne Fung,Katherine Ng
评级:
页数:8 页
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招银国际-晶盛机电-300316-2Q23 net profit +73% YoY in line; Arms race still good for equipment makers-230822
2023-08-22
作者:Wayne Fung,Katherine Ng
评级:
页数:5 页
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招银国际-浙江鼎力-603338-2Q23 earnings +35% YoY in line; Boom lift in overseas the upcoming driver-230818
2023-08-18
作者:Wayne Fung,Katherine Ng
评级:
页数:6 页
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招银国际-宏信建发-09930.HK-1H23 core profit +10% YoY; positive on the structural growth and mgmt. execution-
2023-08-09
作者:Wayne Fung,Katherine Ng
评级:
页数:6 页
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招银国际-越秀交通基建-01052.HK-1H23 earnings +45% YoY with solid div payout; Potential asset injection to boos
2023-08-09
作者:Wayne Fung,Katherine Ng
评级:
页数:11 页
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招银国际-三一国际-00631.HK-Positive takeaways from Zhuhai plant visit-230726
2023-07-26
作者:Wayne Fung,Katherine Ng
评级:
页数:6 页
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招银国际-China Construction Machinery:Export of excavator running out of steam;negative to SANY Heavy-A-
2023-07-24
作者:Wayne Fung,Katherine Ng
评级:
页数:3 页
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招银国际-浙江鼎力-603338-Record high quarterly profit in 2Q23E-230717
2023-07-17
作者:Wayne Fung,Katherine Ng
评级:
页数:6 页
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招银国际-兖煤澳大利亚-03668.HK-1H23E preview: Expect profit decline on weak coal price-230714
2023-07-14
作者:Wayne Fung,Katherine Ng
评级:
页数:8 页
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招银国际-浙江鼎力-603338-Margin expansion in 23E; Volume growth in 24E-230706
2023-07-06
作者:Wayne Fung,Katherine Ng
评级:
页数:6 页
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招银国际-宏信建发-09930.HK-No.1 equipment operation service provider ready to capture the opportunities in A
2023-07-05
作者:Wayne Fung,Katherine Ng
评级:
页数:50 页
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招银国际-潍柴动力-000338-2Q23E earnings to grow 30-65%; recovery story intact-230703
2023-07-03
作者:Wayne Fung,Katherine Ng
评级:
页数:7 页
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招银国际-中国重汽-03808.HK-Expect strong growth to continue after the impressive 1H23; U/G to BUY-230703
2023-07-03
作者:Wayne Fung,Katherine Ng
评级:
页数:6 页
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招银国际-达力普控股-01921.HK-An integrated OCTG supplier to expand global footprint-230623
2023-06-26
作者:Wayne Fung,Katherine Ng
评级:
页数:8 页
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招银国际-三一国际-00631.HK-Firing on all cylinders-230608
2023-06-08
作者:Wayne Fung,Katherine Ng
评级:
页数:10 页