HK_China Transportation & Infrastructure_ Week in Review (Issue 7-25)
2025-02-19 16:52
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 February 16, 2025 04:10 AM GMT M Update HK/China Transportation & Infrastructure | Asia Pacific Week in Review (Issue 7-25) Week in review: BCIA FY24 preliminary results; soft post-CNY container shipping spot market . BCIA miss on DTA reversal: BCIA announced a net loss of Rmb1.35-1.65bn, much worse than the market expectation of a Rmb500-700mn loss. We view this result as a minor negative, as a significant increase in tax expense was a negative surprise. We estimate ~Rmb2bn cum ...