ISDN做多
Chart update for ISDN
We will have an upcoming 1H results in August.
Here's my analysis. I believe 1H will be good, based on the following:
1. 1H historically always do better than 2H, except 2021 but that’s because of property sales proceeds in Q3.
2. 3 hydros running full steam compared to 1H 2023.
3. semicon has bottomed off and should be better than 2H 2023, which itself registered a gain compared to 1H 2023.
4. China has been improving sequentially from 1H 2023 to 2H 2023. And I see caixin PMI figures running on expansion 6 months continuously (Jan - Jun 2024), ISDN China should see good figures.
5. Yuan has stopped the decline from 2H 2023, meaning we will not see any meaningful fx depreciation
6. Low base of 1H 2023 at 4.5m profit.
Here's my analysis. I believe 1H will be good, based on the following:
1. 1H historically always do better than 2H, except 2021 but that’s because of property sales proceeds in Q3.
2. 3 hydros running full steam compared to 1H 2023.
3. semicon has bottomed off and should be better than 2H 2023, which itself registered a gain compared to 1H 2023.
4. China has been improving sequentially from 1H 2023 to 2H 2023. And I see caixin PMI figures running on expansion 6 months continuously (Jan - Jun 2024), ISDN China should see good figures.
5. Yuan has stopped the decline from 2H 2023, meaning we will not see any meaningful fx depreciation
6. Low base of 1H 2023 at 4.5m profit.
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