Added to YB: 2025-09-02
Pitch date: 2025-08-31
2722.HK [bullish]
Chongqing Machinery & Electric Co., Ltd.
-3.28%
current return
Author Info
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Company Info
Chongqing Machinery & Electric Co., Ltd., together with its subsidiaries, designs, manufactures, and sells clean energy equipment and high-end smart manufacturing equipment.
Market Cap
HKD 6.0B
Pitch Price
HKD 1.83
Price Target
N/A
Dividend
2.16%
Sector
Industrial Conglomerates
Category
value
Show full summary:
Reporting Season Alpha: Where Governance Meets Multi-Billion-Dollar Alpha - Chongqing Machinery & Electric Co., Ltd.
CQME added to position: +28% MTD, +50% since June. Guided double-digit earnings growth, delivered +50%, beat all segments. Reinstated interim dividend (first since listing) signals governance reform. Hitachi/ABB JV (37.8% owned) expanding to ¥5bn revenue capacity, forecast ¥100M NPAT to CQME 2025.
Read full article (3 min)