COMMODITIES STOCKS TECH VIEWS & ANALYSIS Morgan Stanley cut Lenovo’s target price as earnings missed forecasts >>>
DATA REAL ESTATE VIEWS & ANALYSIS Home inventory in China’s 100 major cities hit highest on record in Jan – research >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Trip.com’s Q4 revenue in line, operating margin sharply beat forecasts, rating maintained at Buy – UBS >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Hong Kong government could withdraw Property Spicy Measures in upcoming Budget, to benefit property, financial, construction stocks – HSBC >>>
AUTO COMPANY NEWS STOCKS VIEWS & ANALYSIS Goldman Sachs lowered BYD’s target price, cut project forecast, citing auto price cuts >>>
STOCKS VIEWS & ANALYSIS Hedge funds favoured Asian EMs, double down on China ahead of rate cut – Goldman Sachs >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS China’s asymmetric LPR cut helps stablise expectations; mortgage interest burden to drop by 200 – 400 bn yuan per year – CICC >>>
COMPANY NEWS DATA TECH VIEWS & ANALYSIS China’s foldable screen mobile phone market shipments surged 150% on year in Q4; Huawei, Oppo, Honor drove growth – research
AUTO VIEWS & ANALYSIS Chinese NEV makers launched new round of price cuts since 2024, auto stocks to see pressure in near term – Daiwa >>>
DATA MACRO VIEWS & ANALYSIS China among most expensive places to raise child, average fertility willingness almost lowest globally – research >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS China’s 5-year LPR cut larger-than-expected; whether to help restore homebuyers’ confidence remains to be seen – Citi Research >>>
DATA TECH VIEWS & ANALYSIS China’s tablet shipments fell 5.7% on year in Q4, Huawei overtook Apple to rank first for first time since 2010 – research >>>
DATA MACRO STOCKS VIEWS & ANALYSIS China’s supermarkets, shopping centres saw clear footfall growth in holiday; Meituan, Douyin’s local life service performed well – CICC >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS China’s LPR cut to narrow banks’ NIMs by average 3 bps, but stock performance expected to remain strong – JPMorgan >>>