China Communications Construction (H)

  • Ticker1800
  • ISINCNE1000002F5
  • ExchangeHong Kong Stock Exchange
  • SectorConstruction & Materials
  • CountryChina
Valens Research

UAFRS vs As Reported Weekly Highlights - Asia - 2020 03 27

This week, Valens identified distortions and the corresponding adjustments to correct for those distortions for 300311:CHN, 1800:HKG, and 035420:KOR.

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior

Ivan Su

Morningstar | Dropping Coverage of China Communication Construction

We are dropping analyst coverage of China Communication Construction. We provide broad coverage of more than 1,500 companies across more than 90 industry groups and adjust our coverage as necessary based on client demand and investor interest.

Ivan Su

Dropping Coverage of China Communication Construction

We are dropping analyst coverage of China Communication Construction. We provide broad coverage of more than 1,500 companies across more than 90 industry groups and adjust our coverage as necessary based on client demand and investor interest....

Ivan Su

Morningstar | China Communications Construction Results in Line; FVE Maintained at HKD 8.60

No-moat China Communications Construction Company, or CCCC, reported 2018 second-half results in line with our estimates. As China’s financing environment continues to tighten, we expect the constructor to cut back on the number of public-private-partnership projects, leading to lower margins in the years to come. The negative impact on profitability, however, will be offset by a lower level of capital expenditures going out. As a result, we maintain our fair value estimate of HKD 8.60 on CCCC and see the company as fairly valued. The firm managed to turnaround from the roughly CNY 33 billion...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, providing further evidence that global equities are going through a bottoming process. • Remain overweight China which is leading global equities higher. RS uptrends remain intact for the Shanghai Composite and MSCI China indexes. In today's report we highlight a number of actionable charts Chinese companies, focusing on less-exploited price patterns... see page 2. • EAFE small- vs large-cap ratio exhibits early signs of bottoming. We view the potential bottom for the MSCI EAFE small- vs. larg...

Valens Research

UAFRS vs As Reported Weekly Highlights - Asia - 2020 03 27

This week, Valens identified distortions and the corresponding adjustments to correct for those distortions for 300311:CHN, 1800:HKG, and 035420:KOR.

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior