POLICY & REGULATION China to achieve 5% growth target this year, spillover effect of property downturn to be limited – PBOC Governor Pan Gongsheng 2023-11-29 2023-11-30 >>>
COMPANY NEWS MARKET REAL ESTATE STOCKS China Evergrande tumbled in Hong Kong on its property management unit’ lawsuit against parent company 2023-11-29 2023-11-30 >>>
COMPANY NEWS MARKET STOCKS Meituan tumbles in Hong Kong on lower-than-expected Q3 revenue, slower core business growth guidance for Q4 2023-11-29 2023-11-30 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS CICC slashed Meituan’s target price by 23.4%, maintaining Outperform rating 2023-11-29 2023-11-30 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Goldman Sachs lowered Meituan’s target price to Hk$176 from HK$205, with Buy rating 2023-11-29 2023-11-30 >>>
BONDS COMPANY NEWS REAL ESTATE Property developer China Aoyuan and subsidiary Add Hero’s debt restructuring plan approved by creditors 2023-11-29 2023-11-30 >>>
COMPANY NEWS POLICY & REGULATION Dutch greenlighted takeover of chip start-up Nowi by China-owned chipmaker Nexperia 2023-11-29 2023-11-30 >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Reported policy measures to support property developers’ financing depend on implementation, low chance for distressed developers to get funding – Fitch 2023-11-29 2023-11-30 >>>
MACRO VIEWS & ANALYSIS OECD raised forecast of China’s 2023 growth to 5.2%, expected growth to slow to 4.7% in 2024 2023-11-29 2023-11-30 >>>
COMMODITIES MARKET China’s battery-grade lithium carbonate price fell for 29th straight day to hit lowest in over two years 2023-11-29 2023-11-30 >>>
COMPANY NEWS REAL ESTATE STOCKS Zhuhai Wanda seeking to delay Hong Kong IPO to as late as 2026 – report 2023-11-28 2023-11-30 >>>
DATA MACRO China’s industrial profit grew for 3rd straight month in Oct, but slowed sharply from Sept 2023-11-27 2023-11-27 >>>
COMPANY NEWS China’s Huawei, Changan Auto to set up new joint venture on intelligent vehicle systems 2023-11-27 2023-11-27 >>>
STOCKS China launched probe into conglomerate Zhongzhi just days after it admitted insolvency 2023-11-27 2023-11-27 >>>
POLICY & REGULATION REAL ESTATE China’s tech hub Shenzhen relaxed property restrictions to support sluggish housing market 2023-11-23 2023-11-23 >>>
STOCKS Chinese investment conglomerate Zhongzhi “severely insolvent”, with debts more than twice its assets 2023-11-23 2023-11-27 >>>
BONDS COMPANY NEWS REAL ESTATE Chinese conglomerate Dalian Wanda seeks dollar bond extension amid liquidity pressure 2023-11-21 2023-11-21 >>>
COMPANY NEWS Chinese tech giant Baidu reported better-than-expected Q3 earnings, reaffirmed investment in AI 2023-11-21 2023-11-22 >>>
POLICY & REGULATION REAL ESTATE Some Chinese property developers confirmed existence of “whitelist” – state-backed media 2023-11-21 2023-11-22 >>>
COMMODITIES MARKET China’s lithium carbonate futures hit new record low, spot prices fell for 23rd straight day to hit new low in over two years 2023-11-21 2023-11-21 >>>
DATA MARKET STOCKS Funds raised by Hong Kong IPOs year to date hit lowest in 20 years – research 2023-11-21 2023-11-22 >>>
MARKET POLICY & REGULATION REAL ESTATE STOCKS VIEWS & ANALYSIS China’s “whitelist” to provide short-term boost to real estate stocks, but sustainable rally won’t come until solid evidence of support for private developers – JPMorgan 2023-11-21 2023-11-21 >>>
MARKET STOCKS VIEWS & ANALYSIS HSBC lowered Hong Kong’s GDP growth forecasts this year, 2024 2023-11-21 2023-11-21 >>>
POLICY & REGULATION China to launch pilot projects to boost domestic production, consumption of biodiesel – regulator 2023-11-21 2023-11-21 >>>
STOCKS China’s benchmark iron ore futures gain on policy stimulus, real estate optimism 2023-11-21 2023-11-21 >>>
STOCKS Sunac China surged over 20% in Hong Kong after completing offshore debt restructuring 2023-11-21 2023-11-21 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Xiaomi’s Q3 revenue, gross profit margin came as positive surprise – Morgan Stanley 2023-11-21 2023-11-21 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Goldman Sachs raised Xiaomi’s target price to HK$18.7, keeping Buy rating 2023-11-21 2023-11-21 >>>
COMPANY NEWS Xiaomi’s still eyes mass production of cars in H1 2024, second winter test to start soon as planned – president 2023-11-21 2023-11-21 >>>