Kweichow Moutai is the icon of Chinese stocks. With gross margin of 90% plus, It's been served as the deep value investor's must-have holdings. In addition, the share of Moutai is the most expensive one in domestic Chinese market. However, 2021 is not the year of Moutai. The price has dropped by approximately 37% from around 2630 created in Feb. From the...
shortage of nickel may boost its price up in next year or two and therefore boost stock price to another high Also it just broke the previous downward trend.
Great recovery and bounceback of Q1 earnings. At current price levels it is reasonable. Growing at 15% revenue per year in this LED market of increasing demand as more items in our lives are getting integrated with the internet IoT, screens will be seen alot more in Cars, Appliances, Phones, Tablets, Displays in Outdoor areas, Offices, Advertisement Boards. Top...
50% retracement from its highs, current valuations are very attractive at PE or 10. I expect the construction industry to continue to expand and chinese manufacturer to become more competitive in the coming years. Great upside from its current levels.
BOE expects to achieve a net profit of CNY 12.5 billion to CNY 12.7 billion in the first half of 2021, with a year-on-year growth of 1001% to 1018%. On July 13, BOE Technology Group Co., Ltd. (BOE) released its 2021 semi-annual performance forecast. According to the announcement, the basic earnings per share are expected to be about CNY 0.355 to CNY 0.361, 13...
If we see the consolidation around 11.50 to 12.50 this area shows a good spike in volume and breakout of its consolidation. With China's renewable energy push, Wind energy has been very quiet considering all other areas of renewable energy have been accelerating. Also since the launch of the Carbon Trading Exchange on Friday, this might be good enough a push to...
shenghe refines rare earth in China and imports many REOs oversea. From my perspective it is becoming the Glencore in rare earth industry as it wants to hold as many oversea mines as possible . current analysis shows target price around @34 rmb