Express News | Tianfeng: Aviation looks at expectations, Logistics looks at dividends.

BreakingsDec 23 15:10

Nomura lists the list of Chinese stocks that are expected to "continue to outperform" (table).

Nomura published a report on the Asia (excluding Japan) stock market, listing Chinese stocks that are "Consistent Outperformers," with criteria including a listing period of at least six years, daily average trading volume exceeding 0.5 million USD, relative performance superior to the benchmark since 2015/listing date, and a market cap exceeding 0.5 billion USD.

AASTOCKSDec 23 12:11

Research Reports to mine gold丨Tianfeng: Qingdao Port International's throughput growth rate leads the Industry, maintaining a 'Buy' rating.

On December 16, the Tianfeng Research Reports pointed out that Qingdao Port International (601298.SH) is China North's largest foreign trade port, controlled by ShanDong state-owned assets, mainly engaged in the loading and unloading of container, Metal ore, Coal, Crude Oil Product and other cargoes, as well as ancillary services. Its throughput growth leads the Industry, and its comprehensive strength is world-class. From 2014 to 2023, Qingdao Port's revenue and Net income have grown rapidly, mainly due to the continuous increase in cargo throughput. It shows strong profitability, with Qingdao Port's ROE and ROA in 2023 being 13% and 9.4% respectively, ranking first among A-share listed ports. In addition, Qingdao Port has a cash flow.

Gelonghui FinanceDec 16 15:46 · Ratings

Qingdao Port International (601298): Low valuation + high ROE, investment value stands out.

As the largest foreign trade port in northern China, Qingdao Port International, which is state-owned in ShanDong, has steadily increased performance and continues to distribute dividends. It mainly handles the loading and unloading of containers, Metal ore, Coal, Crude Oil Product, and other types of cargo, along with supporting services. The throughput growth rate leads the Industry.

TianfengDec 16 11:38

Hong Kong stock movement | Qingdao Port International (06198) rose over 3% as the company's restructuring plan progresses smoothly, and there is still room for improvement in container throughput.

Qingdao Port International (06198) rose over 3%. As of the time of writing, it increased by 3.01%, trading at 5.81 Hong Kong dollars, with a transaction volume of 19.8303 million Hong Kong dollars.

Zhitong FinanceDec 16 10:44

Research report digging gold丨 china merchants: The restructuring plan for qingdao port international is progressing in an orderly manner, and the acquisition of assets will help enhance future performance.

On December 9, Guolonghui reported that china merchants' research report pointed out that qingdao port international (601298.SH) restructuring plan is progressing in an orderly manner, with asset acquisitions helping to increase long-term performance. Qingdao Port has strong regional advantages, with a profitable container sector and a high proportion of liquid bulk sector in its profit composition. Currently, its roe is at a leading level in the industry. With the continuous growth of the ASEAN route, there is still room for improvement in container throughput. The acquisition of oil terminal assets is expected to increase the long-term profit performance of the liquid bulk sector, and high-quality assets with sustainable operation in the A-share market are relatively scarce, providing room for valuation reshaping. It is estimated that the company's net income attributable to mother in 2024-2026 will be 51.

Gelonghui FinanceDec 9 14:06 · Ratings