SEHK:9880
SEHK:9880Machinery

Did the Guangxi Border Deal Just Shift Ubtech Robotics' (SEHK:9880) Investment Narrative?

Ubtech Robotics recently secured a contract worth RMB264 million in Guangxi to deploy its Walker S2 humanoid robots for guiding travelers, conducting inspections, and handling logistics at the national border, with delivery expected in December. This agreement signals the growing adoption of advanced robotics in real-world, mission-critical settings and strengthens Ubtech’s position in large-scale automation projects. We'll explore how this national border deployment showcases Ubtech...
SEHK:3808
SEHK:3808Machinery

Assessing Sinotruk (SEHK:3808) Valuation After New Supply Agreement Proposal With Weichai

Sinotruk (Hong Kong) (SEHK:3808) has announced an extraordinary general meeting set for late December to vote on whether to approve a new supply agreement with Weichai. This move could influence the company’s supply chain plans for the coming year. See our latest analysis for Sinotruk (Hong Kong). Sinotruk (Hong Kong)’s stock has enjoyed strong upward momentum lately, with a 20% share price return over the last three months and a 32.8% total shareholder return in the past year. As confidence...