COMPANY NEWS STOCKS VIEWS & ANALYSIS Citi Research slashed ENN Energy’s target price from HK$118 to HK$83, cut rating to Neutral from Buy 2023-08-25 2023-08-25 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS UBS cut Meituan’s target price to HK$190, rating kept at Buy 2023-08-25 2023-08-25 >>>
MARKET STOCKS VIEWS & ANALYSIS Goldman Sachs lowered target for MSCI Asia Pacific ex Japan citing spillover of China’s real estate market pressure 2023-08-25 2023-08-25 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Goldman Sachs cut Sunny Optical’s target price to HK$78 from HK$86, with Neutral rating 2023-08-25 2023-08-25 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS JPMorgan slashed target price of Sunny Optical to HK$78 from HK$97, maintains Neutral rating 2023-08-24 2023-08-24 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS BofA Securities cut target price of Sunny Optical to HK$55, with Outperform rating 2023-08-24 2023-08-24 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Chinese retailer Miniso surged for 3rd straight day to hit new record high, several banks raised target prices 2023-08-24 2023-08-24 >>>
BONDS COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS Fitch Ratings downgrades Country Garden Services to junk grade, places it on negative watch 2023-08-24 2023-08-24 >>>
STOCKS VIEWS & ANALYSIS UBS raised Kuaishou’s target price to HK$86, rating kept at Buy 2023-08-23 2023-08-24 》〉》
STOCKS VIEWS & ANALYSIS BofA Securities slightly raised Kuaishou’s target price, hiked EPS forecasts 2023-08-23 2023-08-24 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS China’s LPR cut smaller than MLF rate cut, may help hedge against risks of banks’ narrowing NIM – CICC 2023-08-22 2023-08-22 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS China’s industrial commodity futures continued to rally, iron ore closed 3.7% up 2023-08-22 2023-08-24 >>>
MACRO VIEWS & ANALYSIS Market disappointed by China’s LPR cut, China’s new home sales expected to drop 10 – JPMorgan 2023-08-22 2023-08-22 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Citi Research cut target price for China Resources Cement to HK$4.4 from HK$6.3 2023-08-22 2023-08-22 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Goldman Sachs cut Longfor Group’s target price to HK$26 from HK$33, rating kept at Buy 2023-08-22 2023-08-22 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Jefferies cut JD Health’s target price to HK$66 from HK$80, keeps Buy rating 2023-08-18 2023-08-20 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS JD Health’s Q2 result below street consensus, target price cut to HK$65 from HK$70 – HSBC 2023-08-18 2023-08-20 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Morgan Stanley raised Cathay Pacific’s earnings forecast, raised target price to HK$12 2023-08-18 2023-08-20 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS JD Health slumps 13% to hit lowest since November last year, several brokers slashed target price 2023-08-18 2023-08-20 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Goldman Sachs raised Tencent’s target price to HK$431, with Buy rating 2023-08-17 2023-08-17 >>>
BONDS REAL ESTATE VIEWS & ANALYSIS China expected to see more credit defaults, “Lehman Moment” scenario unlikely – Citigroup 2023-08-17 2023-08-17 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Jefferies sees heightened urgency for real estate supportive policy, downgrades Country Garden, Seazen 2023-08-17 2023-08-17 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS PBOC expected to cut benchmark lending rate LPR next week, RRR cut expected in coming months – CICC 2023-08-16 2023-08-16 >>>
MACRO POLICY & REGULATION STOCKS VIEWS & ANALYSIS PBOC to cut LPR by 15 bps next week, more downside risk seen on Chinese banks’ NIM, earnings – JPMorgan 2023-08-16 2023-08-16 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS Chance for LPR cut next week rises, ICBC and Bank of Communications favored among banking stocks – HSBC Global Research 2023-08-16 2023-08-16 >>>
BONDS COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS JPMorgan raised forecast of EM corporate high-yield bond default rate due to China’s real estate debt crisis 2023-08-16 2023-08-16 >>>
DATA MACRO VIEWS & ANALYSIS China’s Jul data broadly missed expectation, benchmark lending rate expected to by cut by 15 bps next Monday – Goldman Sachs 2023-08-16 2023-08-16 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Daiwa bullish on property developer Longfor despite renewed concerns about Chinese real estate sector 2023-08-15 2023-08-15 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Moody’s lowered corporate family rating for Country Garden Services to Ba1 from Baa3, with Negative outlook 2023-08-15 2023-08-15 >>>
BONDS REAL ESTATE VIEWS & ANALYSIS JPMorgan warns of higher risk for Chinese REITs after Country Garden’s debt payment delays 2023-08-14 2023-08-15 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Goldman Sachs slightly raised Li Ning’a target price, rating kept at Buy 2023-08-14 2023-08-14 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS Most Chinese automakers expected to post weak Q2 earnings, weak trend in auto stocks to continue – research 2023-08-14 2023-08-15 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Morgan Stanley slashed Country Garden’s target price by 69% to HK$0.75 from Hk$2.4, with Underweight rating 2023-08-14 2023-08-14 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Goldman Sachs cut Country Garden’s target price to HK$1.4, with Neutral rating 2023-08-11 2023-08-14 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Alibaba’s Q1 earnings beat expectations, remains on Conviction Buy List – Goldman Sachs 2023-08-11 2023-08-13 >>>
COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS Country Garden’s estimated H1 loss far exceeded expectation – UBS 2023-08-11 2023-08-14 >>>
BONDS COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Moody’s further downgraded Country Garden’s credit rating to Caa1 amid heightened liquidity risk 2023-08-10 2023-08-14 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS China Telecom’s strong results clear market concerns, rating kept at Buy with HK$5.2 target price – Goldman Sachs 2023-08-10 2023-08-10 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Jefferies sharply hiked Li Auto’s target price to HK$235.01 from HK$139.61, with Buy rating 2023-08-10 2023-08-10 >>>
COMPANY NEWS VIEWS & ANALYSIS Goldman Sachs expects Xiaomi’s Q2 revenue to drop 5% on year, slightly raised target price 2023-08-10 2023-08-10 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS UBS reiterated sell rating on Country Garden, concerned about potential negative spillover effects of bond restructuring 2023-08-09 2023-08-14 >>>
COMPANY NEWS VIEWS & ANALYSIS CICC raised Li Auto’s price target by 37.7%, hiked 2023 net profit forecast by 50% 2023-08-09 2023-08-09 >>>
STOCKS VIEWS & ANALYSIS Semiconductor, advanced manufacturing stocks to benefit from policy pivot – Saxo Markets 2023-08-09 2023-08-09 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS HSBC Global Research downgraded Country Garden, cut target price to HK$1.1 2023-08-09 2023-08-09 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS JPMorgan warns of greater headwinds for Country Garden, further cut target price 2023-08-09 2023-08-14 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Latest development from Country Garden may affect credit quality of mainland, Hong Kong banks – HSBC Global Research 2023-08-09 2023-08-14 >>>
DATA VIEWS & ANALYSIS China’s total cargo throughput grew at faster pace in Q2, continuous pressure expected – research 2023-08-08 2023-08-08 >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS China’s urban village redevelopment plan to benefit largest state-owned developers, impact of real estate investment limited – Fitch Ratings 2023-08-08 2023-08-14 >>>
MARKET STOCKS VIEWS & ANALYSIS Foreign institutional investors further cut China positions in Q2 by average 1.8 ppt – UBS 2023-08-08 2023-08-08 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS HSBC raised Li Auto’s H-share target price to HK$213 from HK$169, with Buy rating 2023-08-08 2023-08-08 >>>
