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Xinyi Solar Holdings Ltd: 1 director

A director at Xinyi Solar Holdings Ltd bought 9,000,000 shares at 2.348HKD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two ...

Claire Wang Kelai ... (+2)
  • Claire Wang Kelai
  • Ziv Ang Sze Champ

Xinyi Solar Holdings (968 HK): 2024 -- Below expectations; industry co...

Xinyi Solar reported 2024 earnings of Rmb1,008.2m (-73.8% yoy), in line with its profit warning. The weak results stemmed from a slump in solar glass ASP despite a 9.6% sales volume growth, impairment losses on PPE and inventory write-downs. The company has reduced its daily melting capacity to 23,200 tonnes/day (1H24: 27,000 tonnes/day) and halted capacity expansion amid the challenging outlook. Industry production discipline is essential to market stabilisation. Maintain HOLD. Target price: HK...

Adrian Loh Tzum Yung ... (+24)
  • Adrian Loh Tzum Yung
  • Benjaphol Suthwanish
  • Chong Lee Len
  • Claire Wang Kelai
  • Colin Lee
  • Damon Shen
  • Ejann Hiew
  • Heidi Mo Jinghui
  • Jieqi Liu
  • John Cheong Ming Chern
  • Johnny Yum
  • Johnny Yum Chung Man
  • Kampon Akaravarinchai
  • Kasemsun Koonnara
  • Keith Wee Teck Keong
  • Lester Siew
  • Llelleythan Tan Tan
  • Philip Wong
  • Roy Chen Chengzhi
  • Shirley Wang Xueyi
  • Stella Guo Yuting
  • Tanaporn Visaruthaphong
  • Tham Mun Hon
  • Ziv Ang Sze Champ

Regional Morning Notes - Monday, March 03, 2025

GREATER CHINA Economics PMI: Uptick in February. Sector Macau Gaming: Feb 25 GGR beat thanks to tail-end effect post CNY; switch top pick to Galaxy. Results New World Development (17 HK/HOLD/HK$4.82/Target: HK$4.45): 1HFY25: Net loss in line with profit warning and primarily caused by inventory impairment; refinancing progress to be the key. Xinyi Solar Holdings (968 HK/HOLD/HK$3.29/Target: HK$3.60): 2024: Below expectations; industry coordination and production discipline crucial to restore mar...

Claire Wang Kelai ... (+12)
  • Claire Wang Kelai
  • Colin Lee
  • Damon Shen
  • Ejann Hiew
  • Greater China Research Team
  • Jieqi Liu
  • Johnny Yum Chung Man
  • Roy Chen Chengzhi
  • Shirley Wang Xueyi
  • Stella Guo Yuting
  • Tham Mun Hon
  • Ziv Ang Sze Champ

Greater China Daily: Monday, March 3, 2025

KEY HIGHLIGHTS Economics PMI Manufacturing PMI rebounded to expansionary territory at 50.2 (+1.1pt mom) while non-manufacturing PMI stabilised at 50.4 (+0.2pt mom). Construction activity improved to 52.7 (+3.4pt mom), offsetting weakness in services at 50.0 (-0.3pt mom). Large enterprises led the recovery at 52.5 (+2.6pt mom), while small and medium-sized firms continued to struggle as the former are usually the first to benefit from government-led economic projects. Sector Macau Gaming Maca...

MarketLine Department
  • MarketLine Department

Xi'an Catering Co Ltd - Company Profile and SWOT Analysis

Summary Xi'an Catering Co Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Xi'an Catering Co Ltd (Xi'an Catering) is engaged in diverse range of activities including catering management, brand management, and food sales, specifically focusing on pre-packaged food. Its ma...

MarketLine Department
  • MarketLine Department

Ajisen (China) Holdings Ltd - Company Profile and SWOT Analysis

Summary Ajisen (China) Holdings Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Ajisen (China) Holdings Ltd (Ajisen) is a fast-casual restaurant chain operator. The company specializes in serving Japanese-style ramen and dishes under the Ajisen brand in Mainland China a...

Jack Goh Tooan Orng ... (+14)
  • Jack Goh Tooan Orng
  • Jack Lai Yuan Khai
  • Jonathan Koh
  • Julia Pan Mengyao
  • Kasemsun Koonnara
  • Keith Wee Teck Keong
  • Kenny Yong Hui Lim
  • Ming San Soong
  • Paula Ruth
  • Posmarito Pakpahan
  • Singapore Research Team
  • Tanaporn Visaruthaphong
  • Tham Mun Hon
  • Ziv Ang Sze Champ

Regional Morning Meeting Notes: Thursday, August 01, 2024

GREATER CHINA Economics PMI Stuck in a soft patch. Results New Oriental Education & Technology Group (EDU US/BUY/US$69.25/Target: US$90.00) 4QFY24: Earnings miss; impact from East Buy to carve out after 1QFY25. Xinyi Solar Holdings (968 HK/HOLD/HK$3.71/Target: HK$4.00) 1H24: In line; murky demand outlook ahead. Downgrade to HOLD. Update Prudential (2378 HK/BUY/HK$69.90/Target: HK$12...

MarketLine Department
  • MarketLine Department

Saizeriya Co Ltd - Company Profile and SWOT Analysis

Summary Saizeriya Co Ltd - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Saizeriya Co Ltd (Saizeriya) is a Japanese chain of Italian restaurants. Its restaurants are specialized in serving Italian cuisine. The company’s restaurant's menu features a wide range of salads, sou...

Greater China Research Team ... (+11)
  • Greater China Research Team
  • Jack Goh Tooan Orng
  • Jo Yee Ng
  • Johnny Yum
  • Jonathan Koh
  • Limartha Adhiputra
  • Stevanus Juanda
  • Tham Mun Hon
  • Waritthorn Kaewmuang
  • Zhifeng Shen
  • Ziv Ang Sze Champ

Regional Morning Notes - Wednesday, August 03, 2022

GREATER CHINA Strategy Alpha Picks: August Conviction Calls: We see further risks of a market pullback from growing macro uncertainties and switch to a defensive bias in August. Add AIA, CTGDF, CR Land, and Kweichow Moutai to our BUY list, Ganfeng Lithium, Tinci Materials, Henlius and Sinopharm to our SELL list. This Is Only The Beginning: Hong Kong’s aggregate balance will soon fall below HK$100b, and we expect the prime lending rate to rise 75bp by year-end. Results Kweichow Moutai (600519 CH/...

Despite a better risk assessment and improving to Neutral, XINYI SOLAR...

XINYI SOLAR HOLDINGS (HK), a company active in the Renewable Energy Equipment industry, improves its market behaviour and slightly increases its general evaluation. The independent financial analyst theScreener just upgraded the stock market behaviour as moderately risky. At a fundamental level, theScreener confirms 1 out of 4 possible stars; the general evaluation is slightly increased to Neutral but the title remains under pressure. As of the analysis date February 1, 2022, the closing price w...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Support Levels Holding; Bullish Outlook Intact Broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) were able to shrug off news on Monday of a more contagious Covid variant that popped-up in the UK. The fact that these global indexes as well as major averages in the UK (FTSE 100), Europe (STOXX 50), and Japan (TOPIX & TOPIX Small) all held above important base support levels tells us all we need to know -- that the market does not see it as a problem at this point in time. Additionally, C...

Valens Research
  • Valens Research

UAFRS vs As Reported Weekly Highlights - Asia - 2020 08 28

This week, Valens identified distortions and the corresponding adjustments to correct for those distortions for 2670:JPN, 300339:CHN, 968:HKG.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Int'l Insights: EM Strategy

Highlighted themes and actionable charts: • Emerging markets (MSCI EM) versus Developed international (MSCI EAFE). Recent USD strength has weighed on EM's relative performance. Given (1) strength in commodity prices (sans precious metals), (2) the potential for some backing-and-filling of the USD, and (3) MSCI EM price and relative strength support levels continuing to hold, we see recent weakness as a buying opportunity... see below, left • Actionable countries. The MSCI BRIC index has re...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...

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