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Calculating The Intrinsic Value Of Sany Heavy Equipment International Holdings Company Limited (HKG:631)
Key Insights The projected fair value for Sany Heavy Equipment International Holdings is HK$3.86 based on 2 Stage Free Cash Flow to Equity With HK$4.50 share price, Sany Heavy Equipment
Hong Kong stock market concept tracking: Sales of construction machinery industry rebound, with demand in the midstream machinery industry in a weak recovery trend (with concept stocks)
Multiple institutions indicate that excavator export sales are expected to turn positive in the second half of the year.
Haitong Sec: Mid-to-high-end manufacturing has strong resilience, and the home appliance, autos and machinery industries may perform relatively steadily.
ZhITong Finance APP learned that Haitong Securities released research reports stating that under the disturbance of Sino-US trade relations, home appliances, autos, and machinery may perform relatively steadily thanks to their supply advantages and demand hedging.
Northeast securities: siasun robot&automation industry has diversified development, and the data of construction machinery continues to improve.
More companies participated in this AI conference, and the product side is more mature. Domestic robot companies include Tesla, Kepler, Dato, and Tianlian. From the perspective of application scenarios, there is an accelerating trend of exploration in commercial areas such as hospitals, retirement homes, education and research within this year.
Hong Kong stock concept tracking: In June, domestic excavator sales increased by 25%, and the construction machinery sector attracted attention from investors. (Attached Concept Stocks)
Multiple institutions indicate that excavator export sales are expected to turn positive in the second half of the year.
Hong Kong stock concept tracking | Excavator sales continued to grow positively in June. The inflection point of domestic sales of construction machinery is evident, and it is expected to open a new round of upward cycles. (Attached concept stocks)
Shanghai Securities believes that the equipment renewal subsidy policy is expected to promote the recovery of domestic market demand, and the bottom signal is becoming increasingly clear. With the promotion of equipment renewal policy and the implementation of government bond projects to form physical workload, the domestic demand for engineering machinery market may enter the upward phase from the bottom.
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