Semiconductor sector’s earnings outlook to turn profit in H2 2025, Nvidia, Micron rated Buy – Goldman Sachs …
Goldman Sachs maintains Overweight on China stocks, expects market sentiment, liquidity conditions to improve by end of Q1 …
Major Chinese cities’ 2nd-home transactions show weakness, further central government stimulus needed – research …
JPMogan lowers China’s home appliance industry growth forecast to 5%, maintains Overweight rating on Haier Smarthome H-shares …
Morgan Stanley lowers Alibaba’s target price to $100, expects adjusted EBITA to rebound 2% last quarter …
Goldman Sachs upgrades major Chinese banks, raises target prices on support from economic policy easing ….
Goldman Sachs raises NetEase’s 2025 PC game revenue growth forecast to 26%, upgrades target price with Buy rating …
China’s passenger car sales grew 5.5% in 2024, NEV sales surged 40.7%, auto subsidies to further support car market – industry association …
Home appliance giant Midea set to benefit from trade-in subsidy policy, A-shares have 80% chance of rising within 45 days – Morgan Stanley …
China’s consumer goods subsidies to drive over 150 bn yuan home appliances, digital products sales in Q1, e-commerce platforms to see 8% – 14% revenue growth this year – research …
