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    RESEARCH

    CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 54)

    CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 54)

    11 Mar 2024 (Bloomberg) Hong Kong’s 10 biggest residential estates saw transactions rise to the highest in three years last weekend, according to Centaline Property Agency Ltd., as the market continued to benefit from recent easing steps. A total of

    Crosby_research March 11, 2024March 11, 2024 RESEARCH Read more

    CROSBY Research – Concord (182 HK/BUY): Solid FY23 results

    CROSBY Research – Concord (182 HK/BUY): Solid FY23 results

    08 Mar 2024 CNE’s FY23 revenue was up by 7.8% YoY to Rmb2,589m (excluding the O&M revenue, which was disposed in November 2023). The top-line growth was mainly attributed to a 6.9% YoY increase in power sales, which accounted for

    Crosby_research March 8, 2024March 8, 2024 RESEARCH Read more

    CROSBY Research – JNBY (3306 HK): Net profit increased by 55% YoY on better margins

    CROSBY Research – JNBY (3306 HK): Net profit increased by 55% YoY on better margins

    01 Mar 2024 JNBY announced its FY1H24 interim results, with revenue increased by 26.1% YoY to Rmb2,976m mainly driven by 24.0%/ 29.7% YoY growth in “Mature” brand (JNBY) and “Younger” brands (CROQUIS, jnby by JNBY and LESS) to Rmb1,700m/ Rmb1,228m

    Crosby_research March 1, 2024March 1, 2024 RESEARCH Read more

    CROSBY Research – Pentamaster International (1665 HK/BUY): Steady 4Q23 revenue growth and GPM expansion; medical devices segment remains key growth driver in FY24

    CROSBY Research – Pentamaster International (1665 HK/BUY): Steady 4Q23 revenue growth and GPM expansion; medical devices segment remains key growth driver in FY24

    01 Mar 2024 Pentamaster’s 4Q23 revenue increased 14.5% YoY from MYR147.7m in 4Q22 to MYR169.0m. Revenue from Automated Test Equipment (ATE) segment edged down 0.5% YoY to MYR93.9m on slower growth momentum from automotive industry. Revenue from Factory Automation Solutions

    Crosby_research March 1, 2024 RESEARCH Read more

    CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 53)

    CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 53)

    26 Feb 2024 2023 the global economic activities were sluggish. The US Federal Reserve, in an attempt to tame the inflation caused by a massive pandemic induced quantitative easing, embarked upon a rapid tightening program, raising interest rates seven times

    Crosby_research February 26, 2024 RESEARCH Read more

    CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 52)

    CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 52)

    06 Feb 2024 Under a so-called “white lists” mechanism, in which residential projects on the lists could receive more financing support as local governments will gear up to recommend such projects to banks, Country Garden (2007.HK, NR) said on Saturday

    Crosby_research February 6, 2024 RESEARCH Read more

    CROSBY Research – Vincent Medical (1612 HK/BUY): Turnaround in FY23

    CROSBY Research – Vincent Medical (1612 HK/BUY): Turnaround in FY23

    02 Feb 2024 Vincent Medical (VM) issued a positive profit alert citing that based on the preliminary assessment, the company’s FY23 NP is expected to be not less than HK$52.0m, compared to a loss of HK$17.4m in FY22. The turnaround

    Crosby_research February 2, 2024 RESEARCH Read more

    CROSBY Research – Sunny Optical (2382 HK/BUY): FY23 profit warning, expect product mix improvement in FY24

    CROSBY Research – Sunny Optical (2382 HK/BUY): FY23 profit warning, expect product mix improvement in FY24

    02 Feb 2024 Sunny issued profit warning that net profit may decline 50%-55% YoY in FY23 to Rmb1,084mn-1,204mn, worse than our earning estimation of Rmb1,409mn. The profit warning also implied net profit in 2H23 would range from Rm647mn to Rmb767mn,

    Crosby_research February 2, 2024February 2, 2024 RESEARCH Read more

    CROSBY Research – China Everbright Greentech (1257 HK/BUY): FY23 results preview

    CROSBY Research – China Everbright Greentech (1257 HK/BUY): FY23 results preview

    29 Jan 2024 CEG’s 1H23 revenue edged down by 9% YoY to HK$3,820m, and 1H23NP was down by 29% YoY to HK$264m. We expect 2H23 results could be worse than 1H23, on the back of i) deteriorating demand of its

    Crosby_research January 29, 2024 RESEARCH Read more

    CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 51)

    CROSBY Research – Crosby Bi-noculars (Bi-weekly Issue 51)

    22 Jan 2024 The concept of consumer downgrading – In recent years, a new consumer concept, known as “consumer downgrading,” has gradually become a focal point of attention. It involves reducing efficiency, experiences, individuality, taste, and attitude to achieve the

    Crosby_research January 22, 2024January 22, 2024 RESEARCH Read more
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