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What's in the Pack:
Alpha Picks: December Conviction Calls
Traders’ Corner:
Nongfu Spring (9633) ，GF Securities (1776)
What's in the Pack:
Automobile – China
Weekly: EV Companies’ Deliveries Surged 50-200% mom In November
Traders’ Corner:
CIMC (2039) ，Weichai Power (2338)
What's in the Pack:
PMI
Upside Surprise For A Change
What's in the Pack:
Property – Hong Kong
Cautious On New Uncertainties
Traders’ Corner:
China Resources Power (836) ，COSCO SHIPPING Holdings (1919)
What's in the Pack:
Meituan (3690 HK)
3Q21: Falls Into The Red; NearTerm Outlook Remains Bleak On Weak Food Delivery Segment
What's in the Pack:
China Education Group (839 HK)
FY21: Upbeat Results; Growth Underpinned By Supportive Policy
Traders’ Corner:
Want Want China (151) ，SITC (1308)
What's in the Pack:
Automobile – China
Weekly: Retail Sales Hit By Lockdowns; Wholesale Recovering
Traders’ Corner:
Guangdong Investment (270) ，China Resources Gas (1193)
What's in the Pack:
Estun Automation (002747 CH)
Order Backlog Remains Robust, Gross Margins On Track To Recovery
Traders’ Corner:
China Railway (390)，Sinotruk (3808)
What's in the Pack:
Ganfeng Lithium Co (1772 HK)
Lithium Compound Prices To Rise On Demand Spike And Tight Supply
Traders’ Corner:
Galaxy Entertainment (27)，BYD Company (1211)
What's in the Pack:
Xinyi Solar (968HK)
Onset Of Cost Pressures But Will Still Fare Better Than Peers
Traders’ Corner:
Xinyi Solar (968HK)
What's in the Pack:
JD.com (9618 HK)
3Q21: Robust Performance Driven By Solid JD Retail And 3P Performance
Traders’ Corner:
Link REIT (823)，China Mobile (941)
What's in the Pack:
Automobile – China
Weekly: Continued Recovery In Sales Despite Chip Supply Fluctuations
Traders’ Corner:
GAC Group (2238)，Times Electric (3898)
What's in the Pack:
Healthcare – China
Policy Risks Largely Priced In, Upgrade To MARKET WEIGHT
Traders’ Corner:
Tencent Holdings (700)，Man Wah Holdings (1999)
What's in the Pack:
Economic Activity
Upside Surprise In Activity Data Amid Stiffening Headwinds
Traders’ Corner:
Techtronic Industries (669)，Uni-President China (220)
What's in the Pack:
Industrial Automation – China
Slowing Growth, More Selective On Stock Picks