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Sany Heavy Equipment International Holdings Company Limited's (HKG:631) Intrinsic Value Is Potentially 20% Below Its Share Price
[Brokerage Focus] China Securities Co., Ltd.: January sales of excavation machinery performed better than expected, and it is anticipated that from this year on, Construction Machinery will likely continue to grow well overseas.
Jinwu Financial News | China Securities Co., Ltd. stated that in January, the sales of earth-moving machinery exceeded expectations. Despite the impact of the Spring Festival, the overall sales of excavators and loaders in January achieved growth, with domestic sales remaining nearly flat and export sales slightly increasing, performing better than anticipated. Currently, overseas revenue accounts for nearly 50% of Construction Machinery companies, with some companies exceeding 50%, and the gross margin in overseas markets is higher than in the domestic market. Profits are primarily coming from overseas, and the company believes that future perspectives should focus more on overseas markets. Against the backdrop of interest rate cuts in the USA, there is a more Bullish outlook on non-U.S. overseas supply chains, with expectations that overseas sales of Construction Machinery will continue from 2025.
Hong Kong stock concept tracking | In 2024, excavator sales stop declining and begin to pick up, with multiple Institutions Bullish on the Construction Machinery Industry's continued recovery in prosperity (attached concept stocks).
As a "barometer" of the Construction Machinery Industry, excavator sales rebounded in 2024 after a continuous decline, signaling a Bullish Signals.
Strong Week for Sany Heavy Equipment International Holdings (HKG:631) Shareholders Doesn't Alleviate Pain of Three-year Loss
Hong Kong Stock Concept Tracking | Domestic sales are recovering + export data has exploded again, the Construction Machinery Sector is experiencing a rebound in prosperity (with concept stocks attached).
Excavator sales have stopped declining and are on the rise, the Industry development environment is expected to continue improving.
Excavator sales have stopped declining and are showing signs of recovery; mutual demand for Construction Machinery inside and outside the market is expected to resonate in 2025.
Golden News | Recently, the China Construction Machinery Industry Association reported that major domestic excavator manufacturers sold a total of 201,100 excavators in 2024, representing a year-on-year increase of 3.13%. This ends three consecutive years of declining excavator sales. Among them, domestic excavator sales reached 110,543 units, an increase of 11.7% year-on-year, while excavator exports reached 110,588 units, a year-on-year decrease of 4.24%. After experiencing a three-year decline cycle, construction machinery enterprises represented by excavators are showing signs of recovery and entering an upward cycle trend in 2024. Soochow recently released a Research Report indicating a Bullish outlook.
The 7.8% Return This Week Takes Sany Heavy Equipment International Holdings' (HKG:631) Shareholders Five-year Gains to 121%
