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 2024-02-21 2024-02-24 >>>
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 2024-02-21 2024-02-24 >>>
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 2024-02-21 2024-02-24 >>>
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 2024-02-21 2024-02-24 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS JD’s potential acquisition could accelerate its expansion in Europe, to create synergies – HSBC Global Research 2024-02-21 2024-02-24 >>>
MACRO VIEWS & ANALYSIS China’s economy to grow 4.9% in 2024, ahead of market expectation – HSBC 2024-02-20 2024-02-24 >>>
DATA REAL ESTATE VIEWS & ANALYSIS China’s 2nd-hand home sales in holiday beat new homes, China Resources Land, China Overseas, Beike Preferred – HSBC 2024-02-20 2024-02-24 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS BofA Securities cut HKEX’s target price by 11% to HK$302, with Buy rating 2024-02-20 2024-02-24 >>>
DATA MACRO VIEWS & ANALYSIS Macau’s holiday visitor arrivals almost fully recovered to 2019-level – research 2024-02-19 2024-02-24 >>>
DATA MACRO VIEWS & ANALYSIS China’s holiday tourism data decent, average spending per tourist down 9% from 2019-level – research 2024-02-19 2024-02-24 >>>
DATA MACRO VIEWS & ANALYSIS China’s holiday consumption beat expectations amid improving tourism market, government stimulus – UBS 2024-02-19 2024-02-24 >>>
REAL ESTATE VIEWS & ANALYSIS China’s home demand switches to secondary market in holiday amid persistent risks on project completions – UBS 2024-02-19 2024-02-24 >>>
DATA REAL ESTATE VIEWS & ANALYSIS China’s property sales declined at slower pace in 2023, sold floor area returned to 2014-level – research 2024-02-14 2024-03-09 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS MGM China hit new high in over two years after reporting solid earnings for 2023 2024-02-14 2024-02-15 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS MGM China achieved solid results in Q4 of 2023, market share rose in Jan – UBS 2024-02-14 2024-02-15 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS CICC slashed SMIC’s 2024 net profit forecast by 39.6%, cut target price by 13% 2024-02-14 2024-02-15 >>>
MACRO VIEWS & ANALYSIS UBS expects Macau’s average daily GGR in Lunar New Year holiday to top level in Golden Week 2023 2024-02-14 2024-02-15 >>>
AUTO MACRO VIEWS & ANALYSIS China’s top car industry association calls for removal of car purchase curbs in some cities 2024-02-14 2024-02-20 >>>
COMMODITIES DATA VIEWS & ANALYSIS China base oil imports hit 15-year low in 2023 – Mysteel 2024-02-08 2024-03-09 >>>
COMMODITIES DATA VIEWS & ANALYSIS China Gasoline Demand to Inch up by 2% in 2024, Gasoil to Face Negative Growth – Mysteel 2024-02-05 2024-03-09 >>>
DATA REAL ESTATE VIEWS & ANALYSIS China’s top 100 property developers’ sales fell 33.3% on year in Jan, slid 47.7% on month – research 2024-01-31 2024-03-09 >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS China’s other tier-one cities expected to follow suit after Guangzhou eased home purchase curbs, impact likely to be limited – UBS 2024-01-29 2024-01-29 >>>
COMPANY NEWS POLICY & REGULATION STOCKS VIEWS & ANALYSIS Golden Age for China’s SOEs approaches, PetroChina’s reform moves toward “Temasek Model” – research 2024-01-25 2024-01-26 >>>
MARKET STOCKS VIEWS & ANALYSIS Chinese mutual funds’ positions in Hong Kong stocks hit lowest since 2022 in Q4, internet heavyweights saw biggest declines – research 2024-01-25 2024-01-26 >>>
COMMODITIES COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS PetroChina hit limit-up for first time since Jul 2015 amid SOE rally, rising oil prices, China stimulus 2024-01-25 2024-01-25 >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS China’s move to relax commercial property loans to only benefit a few developers – JPMorgan 2024-01-25 2024-01-25 >>>
AUTO COMPANY NEWS STOCKS VIEWS & ANALYSIS Xpeng Motors aims to achieve higher growth than peers in 2024, confident on gross profit expansion 2024-01-19 2024-02-20 >>>
BONDS COMPANY NEWS VIEWS & ANALYSIS Moody’s downgraded state asset manager China Huarong to non-investment grades 2024-01-19 2024-01-21 >>>>
MARKET STOCKS VIEWS & ANALYSIS Benchmark index-tracking funds sold net $300 mln worth of A-shares, Hong Kong stocks this month – Morgan Stanley 2024-01-19 2024-01-21 >>>
MARKET STOCKS VIEWS & ANALYSIS China equity market’s risk reward to the upside, 54% of H-shares valuations below 2015-16 trough – UBS 2024-01-19 2024-01-21 >>>