reports
- Gigi Cheuk
- Kate Luang
Greater China Small-Mid Cap Monthly: Crystal International: Eyeing Sto...
Key Calls Crystal International (2232 HK) We visited Crystal International’s (Crystal) Star Fashion and Regent Garment factories in Vietnam. The factories are operating at full capacity, thanks to wallet share gains from several key customers. In view of solid order growth momentum, Crystal is planning for >20% capacity growth for its largest customer Uniqlo. Updates Best Pacific (2111 HK/NOT RATED/HK$3.02) Regina Miracle (2199 HK/NOT RATED/HK$1.96) Modern Dental (3600 HK/NOT RATED/HK$4.01) ...
- Gigi Cheuk
- Kate Luang
Greater China Small-mid Cap Monthly: Thursday, December 12, 2024
Key Calls Crystal International (2232 HK) We visited Crystal International’s (Crystal) Star Fashion and Regent Garment factory in Vietnam. The factories are operating at full capacity, thanks to wallet share gains from several key customers. In view of solid order growth momentum, Crystal is planning for >20% capacity growth for its largest customer Uniqlo. To mitigate potential risks from US tariffs, Crystal has accelerated the transfer of production to other existing plants in Asia, inclu...
- Benjaphol Suthwanish
- Benyamin Mikael
- Gigi Cheuk
- Heidi Mo Jinghui
- Jack Goh Tooan Orng
- Jo Yee Ng
- John Cheong Ming Chern
- Jonathan Koh
- Kampon Akaravarinchai
- Kate Luang
- Kitpon Praipaisarnkit
- Llelleythan Tan Tan
- Thanawat Thangchadakorn
Regional Morning Notes - Wednesday, November 13, 2024
GREATER CHINA Small-mid Cap Highlight Modern Dental (3600 HK/NOT RATED/HK$3.68): Leading global provider of dental prosthetics devices. INDONESIA Update Indocement Tunggal Prakarsa (INTP IJ/BUY/Rp7,050/Target: Rp7,800): Expect earnings to recover 8.1% in 2025. Upgrade to BUY. MALAYSIA Results Hartalega Holdings (HART MK/BUY/RM3.32/Target: RM3.66): 2QFY25: Weak headline numbers due to forex losses, but operating matrixes chart strong growth. Maintain BUY with unchanged target price of RM3.66. H...
GFPT GFPT
INTP PT INDOCEMENT TUNGGAL PRAKARSA TBK
03600 MODERN DENTAL GROUP
AOT AIRPORTS OF THAILAND PUBLIC CO. LTD.
MTC MUANGTHAI CAPITAL PCL
HEIM HEINEKEN MALAYSIA BHD
KCE KCE ELECTRONICS PUBLIC CO. LTD.
RSTON RIVERSTONE HOLDINGS LTD
LREIT SP LENDLEASE GLOBAL COMMERCIAL REIT
SE US SEA LIMITED
- Gigi Cheuk
- Kate Luang
Modern Dental (3600 HK): Leading global provider of dental prosthetics...
We visited Modern Dental’s Dongguan factory. The global leader in the dental prosthetics industry has a unique global distribution network and strong cash conversion. The company targets to enhance its leadership through accelerated digitalisation, opportunistic M&As and comprehensive product portfolios. It also targets high single-digit revenue growth in 2024-25 and a 50% dividend payout ratio in the long run, vs 35% in 2023.
- Gigi Cheuk
- Greater China Research Team
- Kate Luang
Greater China Daily: Wednesday, November 13 2024
KEY HIGHLIGHTS Small-mid Cap Highlight Modern Dental (3600 HK/NOT RATED/HK$3.68) We visited Modern Dental’s Dongguan factory. The global leader in the dental prosthetics industry has a unique global distribution network and strong cash conversion. The company targets to enhance its leadership through accelerated digitalisation, opportunistic M&As and comprehensive product portfolios. It also targets high single-digit revenue growth in 2024-25 and a 50% dividend payout ratio in the long run, vs...
Modern Dental Group Limited: 1 director
A director at Modern Dental Group Limited bought 100,000 shares at 5.225HKD and the significance rating of the trade was 54/100. 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...
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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