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    Author: Crosby_research

    CROSBY Research – Want Want China (151 HK): Robust NP growth on higher GPM

    CROSBY Research – Want Want China (151 HK): Robust NP growth on higher GPM

    27 Jun 2024 Want Want reported Mar-end FY24 revenue of Rmb23.6bn, up 2.9% YoY, which was mainly driven by robust growth in its Dairy & Beverages segment. Sales from emerging channels, traditional channels and modern channels all recorded growth with

    Crosby_research June 27, 2024June 27, 2024 RESEARCH Read more

    CROSBY Research – Sa Sa International (178 HK): Back to profitability, with adj NP recorded HK$218m in FY24

    CROSBY Research – Sa Sa International (178 HK): Back to profitability, with adj NP recorded HK$218m in FY24

    25 Jun 2024 Sa Sa announced March-ended FY24 results, with revenue increased by 24.8% YoY to HK$4,367m, driven by the YoY growth of 31%/10% in the HK & Macau/Mainland China business to HK$3,410m/ HK$581m, partially offset by the 1.7% YoY

    Crosby_research June 25, 2024June 25, 2024 RESEARCH Read more

    CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 61)

    CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 61)

    24 Jun 2024 China and the EU have agreed to start talks on the planned imposition of tariffs on Chinese-made EVs being imported into the European market, senior officials of both sides said on Saturday. The risk of soaring Chinese

    Crosby_research June 24, 2024June 24, 2024 RESEARCH Read more

    Sunny Optical (2382 HK): Key Investor Day takeaways

    Sunny Optical (2382 HK): Key Investor Day takeaways

    Jun 19 2024 Sunny held an Investor Day on June 18, focusing on smartphone industry updates, automotive products development and AI development outlook. The Company revised up its 2024 global smartphone shipment forecast to 1.169bn units, up 3.5% YoY; which

    Crosby_research June 19, 2024 RESEARCH Read more

    Precision Tsugami (China) (1651HK) News Flash

    Precision Tsugami (China) (1651HK) News Flash

    19 June 2024 Precision Tsugami China’s (PTC) parent – Tsugami Japan (6101 JP, NR) released its FY24 results (Year ended Mar) results. According to its parent’s disclosed financial information on sales of its China segment, sales from China segment amounted

    Crosby_research June 19, 2024 RESEARCH Read more

    CROSBY Research – Cafe De Coral (341 HK): Increasing revenue with margin improvement

    CROSBY Research – Cafe De Coral (341 HK): Increasing revenue with margin improvement

    18 Jun 2024 CDC revenue was up by 8.3% YoY to HK$8.69bn in FY24. Revenue from Mainland China up by 14.5% YoY to HK$1.51bn during the year, which accounted for 17.4% of total revenue. (FY23: 16.5%), while revenue from HK

    Crosby_research June 18, 2024 RESEARCH Read more

    CROSBY Research – Smartphone Sector Update: Sunny Optical and Q-Tech’s May shipment review

    CROSBY Research – Smartphone Sector Update: Sunny Optical and Q-Tech’s May shipment review

    13 Jun 2024 Sunny’s Handset Lens Sets (HLS) shipment growth momentum accelerated to 9.6% YoY in May to 103.5m units (Apr: +6.4% YoY). In 5M24, HLS shipment increased 24.6% YoY to 525.6m units, on low comparison base caused by the

    Crosby_research June 13, 2024 RESEARCH Read more

    CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 60)

    CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 60)

    11 Jun 2024 At some point in the near future, autonomous vehicles will become a common sight on the roads. According to Global Market Insights, autonomous vehicle market size was valued at USD2tr in 2023 and is estimated to grow

    Crosby_research June 11, 2024 RESEARCH Read more

    CROSBY Research – Industrial: An indispensable component for driverless future

    CROSBY Research – Industrial: An indispensable component for driverless future

    11 Jun 2024 At some point in the near future, autonomous vehicles will become a common sight on the roads. According to Global Market Insights, autonomous vehicle market size was valued at USD2tr in 2023 and is estimated to grow

    Crosby_research June 11, 2024 RESEARCH Read more

    CROSBY Research – Technology Sector Update: Strong rebound in China’s handset market in Apr; foldable smartphone helped Huawei’s transition to 5G

    CROSBY Research – Technology Sector Update: Strong rebound in China’s handset market in Apr; foldable smartphone helped Huawei’s transition to 5G

    04 Jun 2024 CAICT announced Apr handset shipment data. China’s handset market rebounded strongly with shipment increased 28.8% YoY in Apr (-5.5% YoY in Mar) to 24.1m units. Sequential shipment momentum decelerated in Apr with shipment increased 12.6% MoM in

    Crosby_research June 4, 2024June 11, 2024 RESEARCH Read more
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