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Osbert Tang @tang_osbert

Joined March 2016
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Osbert Tang @tang_osbert

a month ago

Recent share price pullback is overdone. It is attractive with solid revenue growth, and minimal exposure to economic slowdown and global tensions. Net cash equals 109% of share price with ROE of 12%. skr.ma/ergMw

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Osbert Tang @tang_osbert

5 months ago

Recent share price pullback is overdone. It is attractive with solid revenue growth, and minimal exposure to economic slowdown and global tensions. Net cash equals 109% of share price with ROE of 12%. skr.ma/ergMw

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Osbert Tang @tang_osbert

6 months ago

Recent share price pullback is overdone. It is attractive with solid revenue growth, and minimal exposure to economic slowdown and global tensions. Net cash equals 109% of share price with ROE of 12%. skr.ma/ergMw

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Osbert Tang @tang_osbert

7 months ago

CPI's capacity growth is expected to reach 43% in FY23, with most of them to be added in 4Q23, boosting output and profitability. Its high EPS CAGR of 28.8% justifies premium valuation multiples. skr.ma/9CRJd

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Osbert Tang @tang_osbert

7 months ago

CCCC has become very attractive due to an unjustified fall in share price. Recurring net profit surged 68.5% in 2Q23 and its contract outlook is not a concern, with a sufficient backlog and low PER. skr.ma/tfXep

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Osbert Tang @tang_osbert

a year ago

We are only in early stage of China's tourism and hospitality recovery, after its re-opening of borders in Jan. We identify Tongcheng, H World, Trip.com and Fosun Tourism as interesting beneficiaries. skr.ma/fY6nU

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Osbert Tang @tang_osbert

a year ago

Historically, Mar is a weak month for HSI while Apr is generally with positive return. Macro factors in this year look to support this pattern, with more negative news in Mar but positive in Apr. skr.ma/ZhLu7

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Osbert Tang @tang_osbert

a year ago

We saw a Jan effect on the HSI since 2017, with the month being the best-performing one in four out of the last six years. Its average return of 3.6% also made it the second-best month behind Nov. skr.ma/DSLwy

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Osbert Tang @tang_osbert

a year ago

AviChina is cheap against global peers and key drivers are increase in civil and defense demand, commercialisation of C919 aircraft, localisation of helicopters and corporate restructuring potential. skr.ma/1qba3

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Osbert Tang @tang_osbert

2 years ago

China's A-share consumer staples are set to benefit from the government's policy to encourage domestic consumption. Their necessity nature also means more insulation from economic downturn. skr.ma/itZSx

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Osbert Tang @tang_osbert

2 years ago

Keda is a relatively undervalued play on growing lithium demand. In addition to investment in lithium carbonate producer Lanke Lithium, it is also expanding its anode materials production capacity. skr.ma/mgDoo

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Osbert Tang @tang_osbert

2 years ago

Chinese defense companies are the major winners in the escalation of the China-US tension following Pelosi's visit to Taiwan. We think Topsports, however, will be a loser given its reliance on Nike. skr.ma/w6SRN

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Osbert Tang @tang_osbert

2 years ago

Value equals to HK$0.16 per share, or 7.3% of its share price, can be realised from the proposed REIT issuance by Sinotrans. Its recent H-share buyback also brings a positive signal to the market. skr.ma/erFKA

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Osbert Tang @tang_osbert

2 years ago

ZTO Express has outperformed industry volume growth with healthy pricing levels so far into FY22. We anticipate it will continue to add net cash to its balance sheet over the next few years. skr.ma/jvHwp

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Osbert Tang @tang_osbert

2 years ago

CSET's sharp rally has brought its P/B to 2SD above historical average and more than reflected its earnings recovery. Risk exists for profit downgrade given potential 2Q22 earnings disappointment. skr.ma/zMhtw

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Osbert Tang @tang_osbert

2 years ago

AVIC Shenyang is a unique defense play in China with quality earnings outlook. We think it will benefit from the recent geopolitical tension and China's acceleration in defense spending. skr.ma/PxTc3

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Osbert Tang @tang_osbert

2 years ago

There are evidences that DEC has managed to control its operating cost growth to offset the impact of gross margin pressure. The return to YoY growth in new orders in 1Q22 is also very encouraging. skr.ma/bS1Rg

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Osbert Tang @tang_osbert

2 years ago

We view Kunlun Gas' healthy 1Q22 result a positive pointer to Kunlun Energy's profit trend in the quarter. It is welcoming to note only mild YoY gross margin contraction but a good QoQ expansion. skr.ma/X3gbU

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Osbert Tang @tang_osbert

2 years ago

CCCC's 1Q22 result reversed the trend of declining earnings momentum in 2H21, thanks to revenue recovery and improved cost dynamics. We take this positively and its 3.2x PER and 0.22 P/B are cheap. skr.ma/9Zfg3

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Osbert Tang @tang_osbert

2 years ago

CEG's 1H22 result is not only impressive by itself, but also clears the market's concerns on policy impacts. Guidances for 2H22 suggest good upside potential and Rmb500m buyback is positive. skr.ma/mWbfK

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