Important Noticemore |
What's in the Pack:
Property – China
Home Prices In Tier 1 Cities Feel Greater Downward Pressure; Eyes On Policy Catalysts and Range Trading Opportunities
Traders’ Corner:
Tencent Holdings Ltd (700 HK), China Traditional Chinese Medicine Holdings Co. Limited (570 HK)
What's in the Pack:
Staying The Course
Our focus is on smart consumption, premiumisation and turnaround stocks, staying negative on the auto sector
Traders’ Corner:
Kunlun Energy Company Limited (135 HK), Lenovo Group Ltd. (992 HK)
What's in the Pack:
Alpha Picks: December Conviction Calls
We add CSPC, HKEX, Lenovo, Longfor, Pinduoduo and Sunny Optical to our BUY list
Traders’ Corner:
Hang Seng Index
What's in the Pack:
PMI
A Mixed Bag Despite Negative Headlines
Traders’ Corner:
Sunny Optical Technology (Group) Co., Ltd. (2382 HK), China Telecom Corporation Ltd (728 HK)
What's in the Pack:
Alpha Picks: December Conviction Calls
We add CSPC, HKEX, Lenovo, Longfor, Pinduoduo and Sunny Optical to our BUY list
Traders’ Corner:
Hang Seng Index
What's in the Pack:
Meituan (3690 HK)
3Q23: Solid Results; Stabilising In-store Market Share Gain Rival Competitors
Traders’ Corner:
Bosideng International Holdings Limited (3998 HK), Skyworth Group Limited (751)
What's in the Pack:
BYD Company (1211 HK)
Downgrade To SELL On Peaking Retail Sales And Piling Inventories
Traders’ Corner:
SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION (981 HK), L’OCCITANE INTERNATIONAL S.A. (973)
What's in the Pack:
Link REIT (823 HK)
Takeaways From Shenzhen And Guangzhou Property Tour
Traders’ Corner:
Hang Seng Index
What's in the Pack:
Inflation
Underlying Inflation Stays Down