COMPANY NEWS STOCKS VIEWS & ANALYSIS HKEX’s Q2 EPS to grow 23% on year, target price cut to HK$395 – CLSA 2023-08-08 2023-08-14 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Xpeng, Volkswagen deal a milestone for China’s auto driving development, Xpeng upgraded to Buy – HSBCÂ 2023-08-08 2023-08-08 >>>
MACRO VIEWS & ANALYSIS China’s fixed-asset investment likely picked up slightly in Jan – Jul, real estate remained biggest drag – analysts 2023-08-08 2023-08-08 >>>
DATA MACRO VIEWS & ANALYSIS China’s retail sales likely grew at faster pace in July driven by strong demand in summer vacation – analysts 2023-08-08 2023-08-08 >>>
DATA MACRO VIEWS & ANALYSIS China’s industrial output likely grew at slightly faster pace in July – analysts 2023-08-08 2023-08-08 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Morgan Stanley raises earning forecast for three Chinese oil giants, sees PetroChina as top pick 2023-08-07 2023-08-07 >>>
MARKET POLICY & REGULATION STOCKS VIEWS & ANALYSIS Anti-graft campaign in medical sector a focus in H2, most pharmaceutical firms’ valuation now at low levels – CICC 2023-08-07 2023-08-07 >>>
POLICY & REGULATION STOCKS VIEWS & ANALYSIS China’s anti-corruption campaign in pharma industry targets public officials; impact on innovative pharma manageable – CLSA 2023-08-07 2023-08-07 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Chinese beer industry’s premiumization to accelerate from this year, investors underestimate upside in earnings – UBS 2023-08-07 2023-08-07 >>>
COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS Moody’s downgraded Country Garden to B1, with negative outlook 2023-08-04 2023-08-14 >>>
BONDS COMPANY NEWS REAL ESTATE VIEWS & ANALYSIS Fitch upgrades Wanda Commercial Management, Wanda Hong Kong to CC from C after recent coupon payment 2023-08-04 2023-08-14 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS CICC expects Xiaomi’s Q2 profit to surge 111% on year, raised target price to HK$15.8 2023-08-04 2023-08-05 >>>
COMPANY NEWS VIEWS & ANALYSIS Typhoon Doksuri’s impact on Chinese insurance claims expected to be limited – JPMorgan 2023-08-04 2023-08-05 >>>
MACRO POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Expected real estate policy easing to benefit middle-tier cities more than top-tier, lower-tier cities – Fitch Ratings 2023-08-03 2023-08-14 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS MGM China may outperform in next 60 days – Morgan Stanley 2023-08-03 2023-08-04 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Citigroup slightly raised target price of MGM China, rating kept at Buy 2023-08-03 2023-08-04 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS BOCI raised target price on Xiaomi to HK$16.3 from Hk$15.5, reiterated Buy rating 2023-08-03 2023-08-04 >>>
MARKET STOCKS VIEWS & ANALYSIS About 20 Hong Kong-listed stocks may meet criteria for joining Southbound Stock Connect in latest review – CICC 2023-08-02 2023-08-02 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Macquarie raised target price of CNOOC by 6% to HK$11, with Neutral rating 2023-08-02 2023-08-02 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS Macquarie cut Sinopec’s target price by 10%, with Outperform rating 2023-08-02 2023-08-02 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS Xinyi Energy hit lowest since May 2020 after interim dividend payment disappointed market, JPMorgan, Daiwa slashed target prices 2023-08-01 2023-08-01 >>>
MACRO VIEWS & ANALYSIS Market looks forward to details after China announced 20 measures to boost consumption – Jefferies 2023-08-01 2023-08-14 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS JPMorgan cut target price of Xinyi Solar, kept Overweight rating 2023-08-01 2023-08-01 >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Chinese central government’s recent positive tone on real estate boosted investor confidence – Jefferies 2023-07-31 2023-08-14 >>>
COMMODITIES VIEWS & ANALYSIS Global oil demand hit record in Jul, leaving 1.8 mln bpd supply shortfall – Goldman Sachs 2023-07-31 2023-08-01 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS China’s official PMI recovery uneven, intensive policy roll-out expected in Q3 – Citi Research 2023-07-31 2023-08-01 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Haidilao’s H1 revenue missed expectation due to weak macro environment in Q2, profit beat expectations – UBS 2023-07-31 2023-08-01 >>>
DATA MACRO VIEWS & ANALYSIS Hong Kong GDP likely grew at slower pace in Q1, though economy remains on improving track – financial secretary 2023-07-31 2023-08-01 >>>
MACRO POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Politburo statement on real estate slightly exceeds expectations, the sector to remain volatile until more decisive policies – BofA Securities 2023-07-26 2023-08-14 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Citi expects PetroChina to post resilient Q2 results, opens 30-day positive catalyst watch on its H-shares 2023-07-26 2023-07-27 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS China’s banking sector’s earnings growth likely recovered slightly in Q2 due to lower pace – JPMorgan 2023-07-26 2023-07-27 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS Immediate and practice policies needed after Politburo’s pledges to support economy to sustain market momentum – Morgan Stanley 2023-07-26 2023-07-27 >>>
MACRO POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Top leadership meeting for first time expressed changes in real estate supply, demand situation; theres is room for real estate policy optimization – CICC 2023-07-25 2023-08-14 >>>
VIEWS & ANALYSIS Citi expects Chinese property developers’ H1 core earnings to drop 32% on year, back to levels in H1 of 2014 2023-07-25 2023-07-25 >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Politburo’s signal on real estate notable, magnitude and duration unclear – Citigroup 2023-07-25 2023-08-14 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS Politburo meeting’s message sent broadly positive signals – UBS 2023-07-25 2023-07-25 >>>
DATA MACRO VIEWS & ANALYSIS China’s macro leverage ratio climbed 2.1 ppt in Q2, full-year rise to exceed 11 ppt – government think tank 2023-07-24 2023-07-24 >>>
DATA REAL ESTATE VIEWS & ANALYSIS New home sales in China’s 50 major cities expected to slide more than 30% on year in July – research 2023-07-24 2023-08-14 >>>
COMMODITIES STOCKS VIEWS & ANALYSIS Gold price to rise to $2,100 per ounce in Q1 2024, Zhaojin Mining top pick – Morgan Stanley 2023-07-24 2023-07-24 >>>
MARKET POLICY & REGULATION REAL ESTATE STOCKS VIEWS & ANALYSIS JPMorgan not excited about newly approved guidelines on urban village renovation, slashed target price of Country Garden, etc 2023-07-24 2023-08-14 >>>
COMPANY NEWS MARKET REAL ESTATE STOCKS VIEWS & ANALYSIS Country Garden Services tumbles over 16% after president cut stake, JPMorgan slashed target price 2023-07-24 2023-08-14 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS JPMorgan expects BYD to continue to outperform in H2, downgrades Xpeng, Yongda Auto, Zhongsheng 2023-07-21 2023-07-21 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS Citi expects AAC Technologies to post weak interim results, opens 30-day negative catalyst watch 2023-07-21 2023-07-21 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Sunny Optical H1 net profit guidance much lower than expectations, target price cut to HK$86 from HK$90 – Goldman Sachs 2023-07-21 2023-07-21 >>>
COMMODITIES COMPANY NEWS STOCKS VIEWS & ANALYSIS HSBC lowered oil price forecast, raised target prices of China’s three oil giants by 1% – 6% 2023-07-20 2023-07-21 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Citi slashed Sunny Optical’s target price to HK$80 from HK$110, lowered net profit forecast 2023-07-20 2023-07-21 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS CICC cut Sunny Optical’s target price by 14%, lowered forecast of 2023 profit by 44% 2023-07-20 2023-07-20 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Credit Suisse slashed Sunny Optical’s target price to HK$84 from HK$101 2023-07-20 2023-07-20 >>>
POLICY & REGULATION VIEWS & ANALYSIS State media People’s Daily calls for regulation on live-streaming to eradicate chaos 2023-07-20 2023-07-20 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS China Merchants Securities expects Tencent’s Q2 revenue to grow 14% on year, net profit to rise 31% 2023-07-19 2023-07-19 >>>
