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Category: VIEWS & ANALYSIS

2023-01-312023-02-06 Yuan Talks VIEWS & ANALYSIS REAL ESTATE

China’s residential property sales to drop 10% in 2023, housing demand to shrink to 928 mln sqm in 2030 – research

China housing market

China’s residential property sales by floor area are expected to decline by about 10% in 2023, with sales to drop about 20%

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2023-01-302023-01-30 Yuan Talks STOCKS, VIEWS & ANALYSIS

Goldman Sachs upgraded China stock targets for a third time in over two months

china hong kong market

Goldman raised its year-end target for the MSCI China Index to 85 from 80, implying a 13% upside from the current level.

2023-01-202023-01-26 Yuan Talks COMPANY NEWS, STOCKS, VIEWS & ANALYSIS

Morgan Stanley keeps Tencent at Overweight, with target price at HK$420

Tencent

Tencent Holdings’ fourth-quarter revenue was expected to grow by 1% year over year, fueled mainly by the recovery of international game business

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2023-01-202023-01-26 Yuan Talks COMPANY NEWS, STOCKS, VIEWS & ANALYSIS

Goldman Sachs raised target price of China Mobile to HK$64 from HK$58.9, rating kept at Neutral

china mobile

China Mobile should continue to lead the 5G/ mobile segment, while it’s expected to catch up to China Telecom in terms of cloud

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2023-01-042023-01-04 Yuan Talks DATA, VIEWS & ANALYSIS AUTO, POWER BATTERY

CATL, BYD saw global market share expand further as South Korean rivals’ share dropped further – research

lithium battery

South Korean electric vehicle battery makers’s global market share dropped in the first 11 months of 2022 from a year earlier amid robust growth of Chinese rivals, shows a research. 

2022-12-282022-12-29 Yuan Talks COMMODITIES, VIEWS & ANALYSIS COAL

China’s coal demand to peak at 4.08 bn tonnes in 2024, natural gas demand to peak in 2040 – research

china coal production

China’s annual coal consumption is expected to reach a peak of 4.08 billion tonnes in 2024, accounting for 50% of the country’s total primary energy mix, according to a report released by a research institute of China’s energy giant Sinopec Group.

2022-12-222022-12-22 Yuan Talks COMPANY NEWS, MARKET, STOCKS, VIEWS & ANALYSIS

Yum China stocks gained driven by BlackRock stock purchase, recovery outlook in China

yum china

Shares of Yum China gained 3.4% to close at HK$449 in Hong Kong.  BlackRock, Inc spent HK$1.304 billion bought 2.99 million shares

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2022-12-202022-12-20 Yuan Talks MACRO, VIEWS & ANALYSIS MACRO

World Bank cut China growth outlook, citing sudden relaxation of Covid curbs, persistent stress in real estate

China economic growth

The World Bank has cut its China growth outlook for this year and next, citing the impact of the abrupt relaxation of COVID-19 restrictions and persistent stress in the real estate sector.

2022-12-202022-12-20 Yuan Talks STOCKS, VIEWS & ANALYSIS

BofA Securities raised the target price on Trip.com to HK$330 from HK$283, with Buy rating

Online travel agency Trip.com posted stable earnings for the third quarter and in the fourth quarter, it’s expected to record a 29% drop in net revenue said the BofA Securities in a note.

2022-12-202022-12-21 Yuan Talks MACRO, VIEWS & ANALYSIS MACRO

China’s government economist forecast GDP growth could reach 8% in 2023

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2022-12-202022-12-20 Yuan Talks MACRO, VIEWS & ANALYSIS MACRO

China’s GDP growth target could be set above 5% or even 6% in 2023, said influential economist Yu Yongding 

China economy

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2022-12-192022-12-20 Yuan Talks FOREX, VIEWS & ANALYSIS YUAN

Chinese yuan may strengthen slightly to 6.9 per dollar in coming 12 months – Goldman Sachs

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2022-12-142022-12-14 Yuan Talks DATA, VIEWS & ANALYSIS SEMICONDUCTOR

Global sales of semiconductor equipment by original manufacturers to rose 5.9% to hit new high in 2022 – research

Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to reach a new high of $108.5 billion in 2022, rising 5.9% from the previous record of $102.5 billion in 2021, SEMI said in a report.

2022-12-102022-12-12 Yuan Talks MACRO, POLICY & REGULATION, VIEWS & ANALYSIS MACRO, REAL ESTATE

China may further soften stance on real estate at upcoming key economic meeting

China real estate

Chinese authorities may further soften their stance on real estate policies at its key economic meeting later this month, economist say.

2022-12-102022-12-10 Yuan Talks STOCKS, VIEWS & ANALYSIS

China equities to outperform global peers as reopening boosts market sentiment – Morgan Stanley

china hong kong market

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2022-12-102022-12-10 Yuan Talks MACRO, VIEWS & ANALYSIS

Nomura raises forecast of China’s 2023 growth to 4.8% citing earlier-than-expected reopening

china economy

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2022-12-082022-12-09 Yuan Talks VIEWS & ANALYSIS

Digital economy to make up a significant part of Chinese economy, to serve as new economic driving force – government expert

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2022-12-082022-12-09 Yuan Talks COMPANY NEWS, STOCKS, VIEWS & ANALYSIS TECH

Video platform Bilibili surges after animated series of “Three-Body Problem” announced premiere

bilibili

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2022-12-072022-12-08 Yuan Talks COMPANY NEWS, VIEWS & ANALYSIS TECH

S&P upgrades JD.com to A- from BBB+, with Stable outlook

jd.com

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2022-12-062022-12-06 Yuan Talks MACRO, VIEWS & ANALYSIS MACRO

Fitch Ratings cut China’s 2023 growth outlook to 4.1%

china economy

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2022-12-062022-12-06 Yuan Talks STOCKS, VIEWS & ANALYSIS

Morgan Stanley raises targets prices for Macau casino operators

macau

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2022-12-062022-12-06 Yuan Talks STOCKS, VIEWS & ANALYSIS

HSBC Global picks four investment themes in Asia for first quarter of 2023

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2022-12-062022-12-06 Yuan Talks STOCKS, VIEWS & ANALYSIS

A-share IPOs’ fundraising to hit new record high in 2022, Shanghai Stock Exchange to be largest IPO market globally – research

Shanghai

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2022-12-052022-12-05 Yuan Talks POLICY & REGULATION, VIEWS & ANALYSIS COVID, MACRO

Conditions for China to downgrade Covid management mature – state-backed media

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2022-12-052022-12-06 Yuan Talks STOCKS, VIEWS & ANALYSIS

Morgan Stanley upgrades China equities to Overweight, raised target prices for MSCI China, Hang Seng

china stocks

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2022-12-032022-12-05 Yuan Talks VIEWS & ANALYSIS

China’s economic indicators likely weakened further in November due to Covid outbreaks – Citic Securities

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2022-12-022022-12-03 Yuan Talks VIEWS & ANALYSIS

Goldman Sachs initiates COSCO Shipping at Sell, estimates lower profits in shipping industry amid oversupply, lower shipping rate

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2022-11-242022-11-25 Yuan Talks COMPANY NEWS, VIEWS & ANALYSIS REAL ESTATE

Goldman Sachs upgraded Country Garden to Neutral from sell, raised target price

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2022-11-23 Yuan Talks MACRO, VIEWS & ANALYSIS MACRO

China’s economy expected to grow 4.5% in 2023, 5.5% in 2024 – Goldman Sachs economist

china economy

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2022-11-232022-11-23 Yuan Talks VIEWS & ANALYSIS COVID

Localities accounting for 19.9% of China’s GDP under some forms of Covid lockdown, curbs – research

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