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 >>>
DATA REAL ESTATE VIEWS & ANALYSIS Shanghai’s office vacancy climbed, rent fell amid surging new office supply – agencies 2023-07-19 2023-08-14 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS Goldman Sachs turns more conservative on China’s catering sector, cut earnings forecast 2023-07-19 2023-07-19 >>>
DATA MACRO VIEWS & ANALYSIS China’s economy expected to grow 5% in 2023, 6.4% in 2024 – Asian Development Bank 2023-07-19 2023-07-19 >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Possibility of national housing policy easing in China rises due to weak property sales, falling prices – JPMorgan 2023-07-19 2023-08-14 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Goldman Sachs reiterated Buy rating for Baidu, added it to Regional Conviction Buy list 2023-07-18 2023-07-18 >>>
MARKET REAL ESTATE STOCKS VIEWS & ANALYSIS China’s housing sector likely to continue to underperform broader market until major change in policy – JPMorgan 2023-07-18 2023-08-14 >>>
MACRO VIEWS & ANALYSIS JPMorgan lowers China’s 2023 growth forecast to 5% from 5.5%, expects RRR cut in Q3, rate cut in Q4 2023-07-18 2023-07-18 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS CICC lowers target price of restaurant chain Jiumaojiu by 21% as Q2 recovery weakened 2023-07-18 2023-07-18 >>>
MACRO VIEWS & ANALYSIS Citi lowers China’s 2023 growth forecast to 5%, expects rate cut, RRR cut in Q3Â 2023-07-18 2023-07-18 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS Citi cut target price for Baidu ADR, kept Buy rating 2023-07-18 2023-07-18 >>>
COMPANY NEWS REAL ESTATE STOCKS VIEWS & ANALYSIS Citi Research cut target prices of mainland property companies Agile, Country Garden, Powerlong 2023-07-14 2023-08-14 >>>
POLICY & REGULATION VIEWS & ANALYSIS China’s newly released regulatory measures for generative AI service a milestone, regulators may issue green-light in near term for large-scale LLM commercialization – Morgan Stanley 2023-07-14 2023-07-14 >>>
MARKET STOCKS VIEWS & ANALYSIS HSBC lowers year-end target for Hang Seng, Hang Seng China Enterprises 2023-07-14 2023-07-14 >>>
COMPANY NEWS VIEWS & ANALYSIS Chinese airlines remained in loss in H1 as international flight recovery lagged – industry association 2023-07-13 2023-07-13 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS BofA Securities slashed Baidu’s target price to HK$224, expects Q2 core revenue to rise 12% on year 2023-07-13 2023-07-13 >>>
DATA VIEWS & ANALYSIS China’s box office revenue to return to pre-pandemic level by 2024;Â China’s movie market to overtake US, becoming world’s largest by 2027 – research 2023-07-13 2023-07-13 >>>
POLICY & REGULATION VIEWS & ANALYSIS Latest government statement highlights China’s commitment to support platform economy, China’s internet sector enter easing regulatory cycle – Morgan Stanley 2023-07-13 2023-07-13 >>>
MACRO VIEWS & ANALYSIS Sustainability of China’s credit rebound in June in question, more support for real estate needed to avoid confidence trap – Citi Research 2023-07-12 2023-07-12 >>>
MACRO VIEWS & ANALYSIS China may not roll out large-scale stimulus policy in H2, Q2 GDP growth to reach 7% – research 2023-07-12 2023-07-13 >>>
DATA VIEWS & ANALYSIS Overseas sales of China’s Auto OEM to grow 61% in 2023; BYD, Xpeng top picks – Goldman Sachs 2023-07-12 2023-07-12 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS JPMorgan expects Tencent to post solid Q2 results, believes recent penalty to bolster its fintech operation 2023-07-12 2023-07-12 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS Sinotruk hit new high since Apr 2021, CICC, Morgan Stanley raise profit forecast, target price 2023-07-12 2023-07-12 >>>
MARKET VIEWS & ANALYSIS Large pool of undervalued assets in HK’s property market may spur bargain hunting – JPMorgan 2023-07-12 2023-07-12 >>>
MACRO VIEWS & ANALYSIS China’s Q2 GDP growth to reach about 7%, government should step up counter-cyclical policy measures – state think tank 2023-07-11 2023-07-12 >>>
DATA VIEWS & ANALYSIS Macau’s gaming revenue hit highest non-holiday level since epidemic, mass market to complete recovery by Oct – JPMorgan 2023-07-11 2023-07-11 >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Hong Kong’s latest relaxation on mortgage loans could hardly shore up demand amid interest rate hikes – Citigroup 2023-07-10 2023-08-14 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS JPMorgan expects Alibaba’s Q1 CMR to grow 8% on year on solid performance in 618; expects Ant IPO in coming 12 – 18 months 2023-07-10 2023-07-11 >>>
POLICY & REGULATION REAL ESTATE VIEWS & ANALYSIS Hong Kong’s move to cut maximum LTV for self-used homes to slightly boost mid-end property demand – Morgan Stanley 2023-07-10 2023-08-14 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS HSBC cut target price for Alibaba’s US shares, rating kept unchanged at Buy 2023-07-10 2023-07-11 >>>
MACRO VIEWS & ANALYSIS China should shift focus of stimulus to consumption from investment, relax restrictions on “Hukou” – PBOC advisor 2023-07-10 2023-07-11 >>>
COMMODITIES VIEWS & ANALYSIS China’s iron ore market to see strong supply, weak demand in H2; price to stay muted before picking up in Q2 – research 2023-07-10 2023-08-14 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS Nomura reiterated Buy rating for Alibaba, with target price of $136 2023-07-07 2023-07-09 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS Morgan Stanley reaffirms Alibaba’s US shares as top pick, with overweight rating 2023-07-07 2023-07-09 >>>
MARKET STOCKS VIEWS & ANALYSIS Market concerns over Chinese bank’s exposure to regional governments’ debts were overdone – Daiwa 2023-07-07 2023-07-09 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS BofA Securities raised COSCO Shipping Energy’s target price to HK$12, maintaining Buy rating 2023-07-07 2023-07-09 >>>
COMMODITIES VIEWS & ANALYSIS Copper demand from EV sector to reach 1 mln tonnes this year, 1.5 mln tonnes in 2025 – Goldman Sachs 2023-07-07 2023-07-09 >>>
MACRO POLICY & REGULATION VIEWS & ANALYSIS Mainland institutions don’t expect major policy easing measures or structural reforms – Goldman Sachs 2023-07-06 2023-07-08 >>>
VIEWS & ANALYSIS Stronger supportive policy needed to curb downtrend in China’s housing market in H2 – research 2023-07-06 2023-07-08 >>>
DATA VIEWS & ANALYSIS Hong Kong home prices likely to drop 6% in H2 as rate hikes dampens homebuyers’ sentiments – Citigroup 2023-07-06 2023-07-08 >>>
MARKET STOCKS VIEWS & ANALYSIS CICC hiked Sinotruk’s target price by 39.1% to HK$22.26, kept Outperform rating 2023-07-06 2023-07-08 >>>
DATA MARKET STOCKS VIEWS & ANALYSIS US, Europe-domiciled active funds continued to rebalance away from Chinese, Hong Kong equities in Jun – Morgan Stanley 2023-07-05 2023-07-05 >>>
STOCKS VIEWS & ANALYSIS Goldman Sachs lowered ratings, target price of some Chinese banks 2023-07-05 2023-07-05 >>>
POLICY & REGULATION VIEWS & ANALYSIS China’s latest export controls is a warning China won’t be passively squeezed out of global supply chain – state media 2023-07-05 2023-07-05 >>>
DATA REAL ESTATE VIEWS & ANALYSIS China’s new home sales slid 30% on year in Jun; weak recovery in property market to continue in second half – CICC 2023-07-05 2023-08-14 >>>>
STOCKS VIEWS & ANALYSIS Goldman Sachs lowered forecast of large Chinese banks’ profit outlook, slightly cut target prices 2023-07-05 2023-07-05 >>>
COMMODITIES DATA VIEWS & ANALYSIS China Bulk Commodity Index rose for 2nd straight month in Jun, commodity supply and demand both improved – industry association 2023-07-05 2023-07-05 >>>
MACRO VIEWS & ANALYSIS Yellen’s China visit another step towards stabilization of bilateral relations; more high-level talks may prepare for future Xi-Biden meeting – Morgan Stanley 2023-07-04 2023-07-04 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS COSCO Shipping’s H1 results beat; interim dividend expected to back shares in near term – Morgan Stanley 2023-07-04 2023-07-04 >>>
COMPANY NEWS STOCKS VIEWS & ANALYSIS CICC keeps Tencent target price unchanged, with outperforming rating, citing stronger recovery momentum in games, AI potential 2023-07-03 2023-07-03 >>>
COMPANY NEWS MARKET STOCKS VIEWS & ANALYSIS Xpeng Motors’ pricing for G6 model is good attempt, stock valuation may have reached ceiling – research 2023-07-03 2023-07-03 >>>
REAL ESTATE VIEWS & ANALYSIS Fitch listed common traits of major contributors to rapid fall of Chinese property developers in property crisis 2023-07-03 2023-08-14 >>>
DATA REAL ESTATE VIEWS & ANALYSIS Second-hand home listings in China’s 13 major cities hit nearly 2 mln units, rising 25% from start of 2023 – research 2023-06-30 2023-08-14 >>>
DATA REAL ESTATE VIEWS & ANALYSIS China’s home sales this year expected to remain largely in line with 2022 – research 2023-06-30 2023-08-14 >>>
COMMODITIES VIEWS & ANALYSIS Coal industry should strengthen self-discipline; cutting prices in market downturn hurts industry interests – industry body 2023-06-29 2023-06-30 >>>
DATA VIEWS & ANALYSIS Share of Chinese brands in Western European NEV market to reach 9% this year – research 2023-06-29 2023-06-30 >>>
