China Rail Sector:Attention please,boarding now
类型：行业研究 机构：德意志银行 研究员：德意志银行研究所 日期：2017-10-11
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Buy CRSC, HOLI, and Zhuzhou CRRC。
We have marketed our rail FITT report "A change of track - switch fromconstructors to equipment suppliers" dated 31July in Singapore, Hong Kong,China, and Europe. We had the opportunity to talk to 100+ investors via meetingsor calls. While most investors agree with our thesis, there are some frequentlyasked questions from investors. In this note we summarize them, with ouranswers. Bottom line: we think the rail equipment sector has reached an inflectionpoint and is poised to rerate in the coming two to three years. Top picks: CRSC,Hollysys, and Zhuzhou CRRC.
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