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Deutsche Bank is bullish on Chinese Stocks: Strongly driven by AI confidence and policy support, these Industries particularly benefit.
① The Chief Investment Officer Office (CIO) of Deutsche Bank's Private Banking Division released a research report, pointing out that the rapid development of AI technology and policy support are driving the rise of China Stocks; ② Deutsche Bank believes that the valuation of China Stocks is low, and it expects that long-term overseas capital inflow will support a market rebound, being Bullish on IT, Consumer discretionary goods, and the NENGYUANHANGYE.
Brokerage morning meeting highlights: It is recommended to focus on the key materials and equipment segments of the Industry Chain related to nuclear fusion.
At today's Brokerage morning meeting, Galaxy Securities believes that with the support of policies, the prospects of the smart health home sector are vast; China Securities Co.,Ltd. stated that electrolytic Aluminum emphasizes the replacement of clean Energy, and the green certificate market is expected to grow rapidly; CITIC SEC proposed to suggest layout around the key materials and device segments of the nuclear fusion Industry Chain.
China Everbright Environment Group Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Jiayin International: Maintains EB ENVIRONMENT (00257) "Outperform Large Cap" rating, with the Target Price raised to HK$4.1.
CITIC International estimates that EB ENVIRONMENT's core profit has slightly decreased by 10% year-on-year to 5 billion yuan.
[Brokerage Focus] Jianyin International maintains a " outperform the market " rating on EB ENVIRONMENT (00257), expecting the company to maintain positive free cash flow this year.
Jinwu Financial News | According to a research report from Jianyin International, EB ENVIRONMENT (00257) is expected to meet performance expectations in 2024, with dividends per share exceeding expectations. The net income for 2024 is projected to drop by 24% year-on-year, to 3.4 billion HKD, which aligns with the bank's forecast. Excluding impairments and other one-time items, the bank estimates that core profit will see a smaller year-on-year decline of 10%, down to 5 billion HKD. The decrease in core profit is mainly attributed to reduced construction activities. Due to the narrowing profit margin in the Water Affairs and Hazardous Waste Treatment (HWT) business, the overall gross margin declined by 4.9 percentage points year-on-year, to 38.1%. As capital expenditure continues...
EB ENVIRONMENT aspires to capitalize on this year's achievements by collecting at a low.
China plans on a five-year basis, currently in the "14th Five-Year Plan," which will transition to the 15th Five-Year Plan in 2026. Early-moving enterprises have begun preparations as early as 2024. EB ENVIRONMENT (0257.HK), as China's first one-stop, comprehensive environmental governance service provider, focuses on three main areas: solid waste, general water, and clean Energy. The domestic business covers 26 provinces (municipalities), autonomous regions, and special administrative regions, reaching 229 cities and counties; overseas operations have been established in Germany, Poland, Vietnam, and Mauritius. The group has formulated a preliminary plan for the "15th Five-Year Plan," clearly stating...