reports
- Gigi Cheuk
- Joyce Chu
- Kate Luang
Kingboard Laminates (1888 HK): 2025: Stepping Up AI-Fabric Capacity Ex...
KBL’s core net profit grew 42% yoy to HK$2,082m, 13% below our estimate. For specialty fibreglass yarn, it plans to quadruple its annual capacity to 2,000 tonnes by mid-26 and add another 4,000 tonnes by late-26 or early-27. We forecast a 3%/12% revenue contribution from specialty fibreglass fabric in 2026-27, which carries a much higher output value vs traditional fibreglass fabric. Upgrade to BUY with a higher target price of HK$25.30 based on 24.6x 2026F PE.
- Claire Wang Kelai
- Damon Shen
- Jieqi Liu
- Johnny Yum Chung Man
- Joyce Chu
- Julia Pan Mengyao
- Tham Mun Hon
Greater China Daily: Tuesday, March 17, 2026
Top Stories Economics | Economic Activity Economic activity in 2M26 broadly surprised to the upside. Industrial production accelerated to 6.3% yoy, while retail sales recovered to 2.8% yoy. FAI ytd rebounded to 1.8% yoy, beating expectations of a contraction, supported by strong infrastructure spending and a marked improvement in property FAI ytd to −11.1% yoy. However, it remains to be seen if the rebound is sustainable, given that February’s PMI remained in contractionary territory at 49.0. ...
- Adrian Loh Tzum Yung
- Arsit Pamaranont
- Audrey Celia
- Claire Wang Kelai
- Damon Shen
- Gigi Cheuk
- Jieqi Liu
- Johnny Yum Chung Man
- Joyce Chu
- Julia Pan Mengyao
- Kate Luang
- Keith Wee Teck Keong
- Kong Ho Meng
- Posmarito Pakpahan
- Tham Mun Hon
- Willinoy Sitorus
Regional Morning Meeting Notes: Tuesday, March 17, 2026
Greater China Economics | Economic Activity Economic activity in 2M26 broadly surprised to the upside. Industrial production accelerated to 6.3% yoy, while retail sales recovered to 2.8% yoy. FAI ytd rebounded to 1.8% yoy, beating expectations of a contraction, supported by strong infrastructure spending and a marked improvement in property FAI ytd to −11.1% yoy. However, it remains to be seen if the rebound is sustainable, as February’s PMI remained in contractionary territory at 49.0. Se...
00823 LINK REAL ESTATE INVESTMENT TRUST
AKRA PT AKR CORPORINDO TBK
1023 CIMB GROUP HOLDINGS BHD
01109 CHINA RESOURCES LAND LIMITED
2488 ALLIANCE BANK MALAYSIA BHD.
5681 PETRONAS DAGANGAN BHD.
1295 PUBLIC BANK BHD
ENRG ENERGI MEGA PERSADA
SCNR SUNAC CHINA HOLDINGS LTD.
RLF LONGFOR GROUP HOLDINGS LTD.
IVL INDORAMA VENTURES PUBLIC CO. LTD.
INKP PT INDAH KIAT PULP & PAPER TBK
1155 MALAYAN BANKING BHD.
3816 MISC BHD
KLN KINGBOARD LAMINATES HOLDINGS LIMITED
5243 VELESTO ENERGY
01478 Q TECHNOLOGY (GROUP) CO. LTD.
02669 CHINA OVERSEAS PROPERTY HOLDINGS LIMITED
UZMA UZMA BHD
YNS YINSON HOLDINGS BHD
RHBBANK RHB BANK BHD
BAB BUMI ARMADA BERHAD
DLG DIALOG GROUP BHD
MMHE MALAYSIA MARINE AND HEAVY EN
AMM AMMB HOLDINGS BHD
HLBK HONG LEONG BANK BERHAD
DLUM DELEUM BERHAD
ABANK AFFIN BANK BHD
01209 CHINA RESOURCES MIXC LIFESTYLE SERVICES (RED CHIP)
02423 KE HOLDINGS INC.
MDKA MERDEKA COPPER GOLD TBK PT
BIMB BANK ISLAM MALAYSIA BHD
ARCI IJ ARCHI INDONESIA (ARCI IJ)
AADI IJ ADARO ANDALAN INDONESIA
CAREIT CENTURION ACCOMMODATION REIT (CAREIT SP)
Kingboard Laminates Holdings Ltd: 1 director
A director at Kingboard Laminates Holdings Ltd sold 150,000 shares at 13.450HKD and the significance rating of the trade was 78/100. 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...
KINGBOARD LAMINATES HDG. with less fundamental stars is reduced to Neu...
KINGBOARD LAMINATES HDG. (HK), a company active in the Electrical Components & Equipment industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 2 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neut...
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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