Bilibili achieved break-even for first time, Q3 operating profit 31% higher than expectation – Goldman Sachs 2024-11-15 2024-11-15 …
NetEase’s game business expected to improve further with more new game releases, overseas launches – BofA Securities 2024-11-15 2024-11-15 …
Michael Burry increased stake in Alibaba, other Chinese ADRs in Q3, expanded put options 2024-11-15 2024-11-15 …
Chinese A-share market’s IPO reviews accelerate in Nov, hit highest in six months 2024-11-14 2024-11-14 ….
China’s Robotaxi industry likely to reach break-even in next 1 – 2 years, major step towards large-scale commercial deployment – JPMorgan 2024-11-14 2024-11-14 …
China expected to roll out additional 5 – 10 tn yuan fiscal stimulus, to raise deficit ratio to 4% in 2025 – Barclays 2024-11-14 2024-11-14 …
Zeekr’s Q3 revenue rose 31% on year, car delivery, car revenue both hit new records 2024-11-14 2024-11-14 …
China’s tax incentives to modestly support home sales, secondary housing agencies in top cities to benefit most – Morgan Stanley 2024-11-14 2024-11-14 …
Tencent’s Q3 net profit beats expectations, valuation remains low, target price slightly raised to HK$588 – UBS 2024-11-14 2024-11-14 …
China’s deed tax adjustments expected to reduce deed tax revenue by 50 – 100 bn yuan to reduce home purchase costs – Huatai Securities 2024-11-14 2024-11-14 …
Xiaomi’s Double 11 GMV beat expectations on strong sales of Xiaomi 15, white goods; rating at Buy – Goldman Sachs 2024-11-13 2024-11-13 …
UBS cautiously optimistic about Chinese consumer goods industry, sees clear growth trend in retail sales driven by policy – UBS 2024-11-13 2024-11-13 …
Lithium price drops led to expanded production cuts globally, lithium supply surplus expected to narrow sharply – CITIC Securities 2024-11-13 2024-11-13 …
Ant-backed Qiantang Credit’s license for personal credit service a milestone, doesn’t mean faster IPO restart for Ant – Haitong International 2024-11-13 2024-11-13 …
China’s home sales rebound to continue through Dec, more time needed for home price pick-up – Nomura 2024-11-13 2024-11-13 …
Chinese A-shares at starting point of “marathon rally”, home price stabilization, social financing recovery to be key signals – Citic Securities 2024-11-12 2024-11-12 …
China stocks likely to see higher volatility, significantly improved investor sentiment to support stock prices – UBS analyst 2024-11-12 2024-11-12 …
