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What's in the Pack:
WuXi Biologics (Cayman) Inc (2269 HK)
1H19: Earnings Up 76% yoy; Expecting Steady Rapid Growth
Traders’ Corner:
Café De Coral (341 HK), PA Gooddoctor (1833 HK)
What's in the Pack:
CSPC Pharmaceutical Group (1093 HK)
1H19: Earnings Grew Strongly By 24.8% yoy; Easing Policy Pressure
What's in the Pack:
BOC Aviation (2588 HK)
1H19: Admirable Earnings Growth Amid Concerns Over B737 Max Exposure
What's in the Pack:
Li Ning (2331 HK)
1H19: Beats Even Profit Alert
Traders’ Corner:
AIA (1299 HK), Kunlun Energy (135 HK)
What's in the Pack:
Tencent Holdings (700 HK)
Q19: Soft top-line Growth; Margins Continued To Recover, Strong Deferred revenue growth
Traders’ Corner:
Zhenro Properties (6158 HK), Netdragon (777 HK)
What's in the Pack:
Galaxy Entertainment (27 HK)
2Q19: Results Beat Expectations
Traders’ Corner:
China Gold Intl (2099 HK), Wuxi Apptec (2359 HK)
What's in the Pack:
China Resources Cement Holdings (1313 HK)
1H19 Results In Line; High Dividend PayoutTo Sustain
Traders’ Corner:
Cathy Pacific Airways (293 HK), Swire Pacific (19 HK)
What's in the Pack:
Sportswear – China
1H19 Results Preview: Strong Growth With Multiple Positive Alerts
What's in the Pack:
Cathay Pacific Airways (293 HK)
1H19: Strong Earnings But Street Is Still Concerned About Demand Destruction In 2H19
Traders’ Corner:
HKT – SS (6823 HK), Union Meidcal (2138 HK)
What's in the Pack:
Cathay Pacific Airways (293 HK)
1H19: Strong Earnings But Street Is Still Concerned About Demand Destruction In 2H19
Traders’ Corner:
Zhaojin Mining (1818 HK), CPIC (2601 HK)
What's in the Pack:
Wharf REIC (1997 HK)
1H19: Results In Line; Caught Up In A “Perfect Storm”
Traders’ Corner:
CAM CSI300 (3188 HK), CNOOC (883 HK)
What's in the Pack:
Healthcare ‒ China
Reform Of High-value Medical Consumables Kicks Off; Expecting In-line 1H19 Results
Traders’ Corner:
SD Gold (1787 HK), CMSC (6099 HK)
What's in the Pack:
Property – Hong Kong
Prefer Fortune REIT And Link REIT Amid Uncertainty In Hong Kong; Developers Trading Near Trough Valuations
What's in the Pack:
Automobile ‒ China
PV Retail Sales Down 16% In July, Worse Than Expected; Downgrade To MARKET WEIGHT
Traders’ Corner:
Huadian Power (1071 HK), Great Wall Motor (2333 HK)
What's in the Pack:
The Big Picture
Short-Term Pain In 2H19 As China Transitions To Promoting Sustainable Growth
Traders’ Corner:
Mapleleaf Education (1317 HK), China Res Gas (1193 HK)
What's in the Pack:
Machinery – China
1H19 Results Preview: Upcycle Yet To Peak
Traders’ Corner:
Henderson Land (12 HK), PICC Group (1339 HK)
What's in the Pack:
Banking – China
Pressure Remains On Sector Asset Quality And NIM
Traders’ Corner:
Dah Sing (440 HK), Chow Sang Sang (116 HK)
What's in the Pack:
Fortune REIT (778 HK)
1H19: In Line; Growth To Pick Up In 2H19
What's in the Pack:
Tencent (700 HK)
2Q19 Results Preview: Recovery In Games Growth, Upgrade To BUY
Traders’ Corner:
ZTE (763 HK), CM Bank (3968 HK)
What's in the Pack:
CSPC Pharmaceutical Group (1093 HK)
Steady Earnings Growth And Easing Policy Pressure; Upgrade To BUY
Traders’ Corner:
China Literature (772 HK), Cathay Pacific (293 HK)
What's in the Pack:
New Oriental Education & Technology Group (EDU US)
4QFY19: In-line With Stable Margin Expansion
Traders’ Corner:
Xtep International (1368 HK), SMIC (981 HK)
What's in the Pack:
Property – China
Weekly: Performances Will Continue To Improve
Traders’ Corner:
Beijing Airport (694 HK), China EB (165 HK)
What's in the Pack:
Insurance – China
Premiums Growth In Line With Market Expectations
What's in the Pack:
Insurance – China
Premiums Growth In Line With Market Expectations
Traders’ Corner:
Wuxi Biologics (2269 HK), Beijing Enterprises (392 HK)
What's in the Pack:
Education – China
Online K12 AST Regulations Have Minimal Impact On Leading K12 AST Players
Traders’ Corner:
CNBM (3323 HK), Minth Group (425 HK)
What's in the Pack:
Home Appliances – China
Pro-Consumption Policies To Boost Slowing Demand
Traders’ Corner:
Zoomlion Heavy Industry (1157 HK), Xinyi Solar (968 HK)
What's in the Pack:
Economic Activity
Jun 19 Economic Activity Indicators Top Estimates But 2Q19 GDP Growth Trends Lower
Traders’ Corner:
China Life (2628 HK), ICBC (1398 HK)
What's in the Pack:
Money Supply
TSF Growth Picks Up But Bank Credit Growth Slows; Expect More Targeted Easing
What's in the Pack:
Property – China
Embracing Megacity Clusters
Traders’ Corner:
China Overseas Grand Ocean (81 HK), Greentown Services (2869 HK)
What's in the Pack:
Inflation
Further Easing In Underlying Inflationary Pressure Calls For More Stimulus In 2H19
Traders’ Corner:
WH Group (288 HK), Kunlun Energy (135 HK)
What's in the Pack:
Automobile ‒ China
Benefits From Wind Power Installation Rush
Traders’ Corner:
Kingboard Holdings (148 HK), PICC P&C (2328 HK)
What's in the Pack:
Wind Power – China
Benefits From Wind Power Installation Rush
What's in the Pack:
Property – Hong Kong
Weekly Wrap-up: New Price High After Short Pullback
Traders’ Corner:
Travelsky Tech (696 HK), Tingyi (322 HK)
What's in the Pack:
Automobile ‒ China
Retail Sales Growth Turns Positive In June On Destocking Of National V Cars
Traders’ Corner:
Prosperity Real Estate (808 HK), Tian Lun Gas (1600 HK)
What's in the Pack:
Machinery – China
Building Up To Another Good Year
Traders’ Corner:
New World Development (17 HK), Hopson Development (754 HK)
What's in the Pack:
Alpha Picks: July Conviction List
Traders’ Corner:
China Merchants Port (144 HK), AIA (1299 HK)
What's in the Pack:
PMI
Destocking Starts To Slow Down But Poor Labour Market Outlook A Concern
Traders’ Corner:
China Overseas (688 HK), Cifi Holdings (884 HK)
What's in the Pack:
2H19 – The Long Road Ahead
Traders’ Corner:
Wynn Macau (1128 HK), GAC Group (2238 HK)
What's in the Pack:
Jacobson Pharma (2633 HK)
FY19: Earnings Up 23.9% yoy; Business Expansion Efforts Bearing Fruit
Traders’ Corner:
Dongfeng Group (489 HK), HEC Pharm (1558 HK)
What's in the Pack:
Tongcheng-eLong (780 HK)
Solid Growth Outlook, User Value To Be The Main Focus
Traders’ Corner:
Yuexiu REIT (405 HK), Colour Life (1778 HK)
What's in the Pack:
Property – China
Weekly: Policy Pressure Has Eased Slightly
Traders’ Corner:
China Res Land (1109 HK), Prada (1913 HK)
What's in the Pack:
China Gas (384 HK)
FY19: Strong Gas Sales And Rural Connections
What's in the Pack:
Property – China
Weekly: Lower Possibility Of Debt Default
Traders’ Corner:
China Resources Beer (291 HK), CONCH Venture (586 HK)
What's in the Pack:
WuXi Biologics (Cayman) (2269 HK)
Solid Business Progress And Robust Earnings Outlook
Traders’ Corner:
BOC Aviation (2588 HK), China Overseas PPT (2669HK)
What's in the Pack:
Sunny Optical (2382 HK)
Maintains Healthy Growth Despite Huawei Turmoil
Traders’ Corner:
ICBC (1398 HK), HK Electric-SS (2638HK)
What's in the Pack:
China Yongda Auto Services Holdings (3669 HK)
New-Car Sales Margin Improves For The Fourth Quarter In A Row
Traders’ Corner:
China Oilfield (2883 HK), CRRC Times Electric (3898HK)
What's in the Pack:
Economic Activity
May 19: Economic Activities Remain Mellow; More Stimulus Needed In 2H19
Traders’ Corner:
SD Gold (1787 HK), Sihuan Pharm (460 HK)
What's in the Pack:
Duiba (1753 HK)
Innovative Player In Fast-growing User Management And Interactive Advertisement
Traders’ Corner:
Vitasoy (345 HK), Future Land (1030 HK)
What's in the Pack:
Zhongsheng Group Holdings (881 HK)
Margins Recovering Since 2Q19 On Completion Of Destocking
Traders’ Corner:
Zijin Mining (2899 HK), Haidiliao (6862 HK)
What's in the Pack:
Ausnutria Dairy Corporation (1717 HK)
Call Option From Probiotics Minority Investment
Traders’ Corner:
Haitong International (665 HK), Fairwood Holdings (52 HK)
What's in the Pack:
China Resources Cement Holdings (1313 HK)
Infrastructure Demand Observed; Margins To Sustain In 2H19
Traders’ Corner:
CCB (939 HK), Beijing Enterprises Water (371 HK)
What's in the Pack:
Telecom Equipment – China
5G Licence Grant - A Strong Policy Boost Despite External Uncertainty
Traders’ Corner:
HKBN (1310 HK), Times China (1233 HK)
What's in the Pack:
Alpha Picks: June Conviction Calls
Traders’ Corner:
Shenzhen Express (548 HK), DC Holdings (861 HK)
What's in the Pack:
Gold- China
Building Momentum Amid Rising Uncertainties
Traders’ Corner:
Ausnutria (1717 HK), China Railway (390 HK)
What's in the Pack:
Link REIT (823 HK)
FY19: Within Expectations; Pleasant Surprise From New Buyback Quota
Traders’ Corner:
Link REIT (823 HK), CGN Power (1816 HK)
What's in the Pack:
China Meidong Auto Holdings (1268 HK)
Growth Momentum Remains Intact
Traders’ Corner:
Lenovo Group (992 HK), CNOOC (883 HK)
What's in the Pack:
Healthcare – China
Challenges And Opportunities In 2H19
Traders’ Corner:
Microport (853 HK), Shenzhou Int’l (2313 HK)
What's in the Pack:
Gas – China
Moderate National Gas Demand Growth with City Gate Price Hike
Traders’ Corner:
Uni-President China (220 HK), China Res Gas (1193 HK)
What's in the Pack:
Automobile – China
Guangdong Province Announces Stimulus
Traders’ Corner:
Yihai Int’l (1579 HK), Jiangxi Copper (358 HK)
What's in the Pack:
The Big Picture
Further Monetary Stimulus In 2H19; Renminbi Faces Downside Pressure
Traders’ Corner:
China Res Power (836 HK), China Literature (772 HK)
What's in the Pack:
Property – Hong Kong
Weekly Wrap-up: REDA Relaxes Sales Guidelines
Traders’ Corner:
China Gas (384 HK), Tsingtao Brewery (168 HK)
What's in the Pack:
Aviation – China
Signs of Slowdown In Domestic Traffic For Chinese Carriers, But Value Emerging Following Almost 40% Share Price Decline From Recent Highs
Traders’ Corner:
Greatwall Motor (2333 HK), K. Wah Int’l (173 HK)
What's in the Pack:
Cement – China
Decent 2Q19 In Sight
Traders’ Corner:
Prosperity REIT (808 HK), Swire Properties (1972 HK)
What's in the Pack:
Sino Biopharmaceutical (1177 HK)
1Q19: Core Earnings Up 24.7% yoy; Constantly Rolling Out New Products To Fuel Growth
Traders’ Corner:
Sunlight REIT (435 HK), 3SBIO (1530 HK)
What's in the Pack:
Property – China
Weekly: Seeking Stability Is The Policy’s Aim
Traders’ Corner:
Tencent (700 HK), Sands China (1928 HK)
What's in the Pack:
AAC Technologies (2018 HK)
1Q19: Lacklustre Results, Yet Better Than The Profit Warning Earlier; Awaiting Recovery In 2H19
Traders’ Corner:
ZTE (763 HK), Kingdee International (268 HK)
What's in the Pack:
Automobile – China
Autonomous Vehicles: Huge Opportunities But Yet Not A Revolution
Traders’ Corner:
HEC Pharm (1558 HK), Uni Medical (2666 HK)
What's in the Pack:
Tencent Holdings (700 HK)
1Q19: Soft top-line Growth, Margins Improve As Fewer Games Released; Downgrade To HOLD
Traders’ Corner:
Vtech (303 HK), Nissin Foods (1475 HK)
What's in the Pack:
Kingsoft Corp (3888 HK)
1Q19: Cloud Growth Robust; Company Raises 2019 Margin Expectation
Traders’ Corner:
SPDR Gold Trust (2840 HK), Galaxy Entertainment (27 HK)
What's in the Pack:
Jacobson Pharma (2633 HK)
FY19 Earnings To Grow Faster Than Expected; Steady Expansion To Continue
Traders’ Corner:
Link REIT (823 HK), Power Assets (6 HK)
What's in the Pack:
Trade Wars Are Not Easy To Win
Traders’ Corner:
Kunlun Energy (135 HK), MTR Corp (66 HK)
What's in the Pack:
Trade
Apr 19: Trade Surplus Hits A Low Of US$13.8b; May See Further Downside Pressure If Trade Tensions Persist
Traders’ Corner:
Citic Bank (998 HK), Travelsky Tech (696 HK)
What's in the Pack:
Brilliance Auto (1114 HK)
BMW Brilliance’s 1Q19 Earnings Miss Estimates
Traders’ Corner:
Café De Coral (341 HK), China Taiping (966 HK)
What's in the Pack:
Alpha Picks: May Conviction Calls
Traders’ Corner:
Xinyi Glass (868 HK), CHALCO (2600 HK)
What's in the Pack:
Property – Hong Kong
Weekly Wrap-up: 1,000 Primary Units Sold In Record Weekend Sale
Traders’ Corner:
Luye Pharma (2186 HK), CEB Bank (6818 HK)
What's in the Pack:
Shenzhen Airport Co (000089 CH)
1Q19: Results In Line But Valuation Fairly Reflects Its Potential; Downgrade To HOLD
Traders’ Corner:
Yuexiu REIT (405 HK), China East Air (670 HK)
What's in the Pack:
ZTE Corporation (763 HK)
1Q19: Back To Profit Despite Sales Slump; Upgrade To BUY
Traders’ Corner:
China Lesso (2128 HK), Zijin Mining (2899 HK)
What's in the Pack:
Banking – China
Big Is Beautiful
Traders’ Corner:
Wharf REIC (1997 HK), Stella Holdings (1836 HK)
What's in the Pack:
Air China (753 HK)
1Q19: Excluding Lease Accounting Changes, Core Net Profit Rose 45% yoy; Stay Invested
Traders’ Corner:
CLP Holdings (2 HK), China EB International (257 HK)
What's in the Pack:
Wisdom Education International Holdings (6068 HK)
1HFY19: Results In Line; Ambitious Target For Enrolment Growth, Upgrade To BUY
Traders’ Corner:
L’Occitane (973 HK), Dongfeng Group (489 HK)
What's in the Pack:
Automobile – China
Takeaways From Dealership Channel Check
Traders’ Corner:
Meituan-W (3690 HK), Champion REIT (2778 HK)
What's in the Pack:
Gaming – Macau
Traders’ Corner:
Xiaomi-W (1810 HK), IMAX China (1970 HK)
What's in the Pack:
Expecting Slower FY19 SSS Growth On Weaker Consumer Sentiment
Traders’ Corner:
SMIC (981 HK), Li Ning (2331 HK)
What's in the Pack:
The End Of Cycles?
Traders’ Corner:
Kingdee International (268 HK), Xingyi Solar (968 HK)
What's in the Pack:
China Gas (384 HK)
Takeaways From Malaysia Shariah Gems Conference: Organic Expansion In FY19 Gas Sales
Traders’ Corner:
CCB (939 HK), China Education (839 HK)
What's in the Pack:
Property – China
Weekly Wrap-up: Low Inventories In Tier-1 And Tier-2 Cities
Traders’ Corner:
Anta Sports (2020 HK), Lifestyle International (1212 HK)
What's in the Pack:
Property – China
2018 Results Wrap-up: Positive On The Sector
Traders’ Corner:
A - Living (3319 HK), Transport International (62 HK)
What's in the Pack:
Internet – China
4Q18 Results Wrap-up: Results Mixed; Margins Under Pressure
Traders’ Corner:
HKT-SS (6823 HK), ASM Pacific (522 HK)
What's in the Pack:
Gas – China
2018 Results Wrap-up
Traders’ Corner:
Ascletis-B (1672 HK), Lenovo Group (992 HK)
What's in the Pack:
Cement – China
2018 Results Wrap-Up: Better Earnings Visibility Triggering Re-Rating
Traders’ Corner:
Tianneng Power (819 HK), Wuxi Biologics (2269 HK)
What's in the Pack:
Automobile – China
2018 Results Wrap-up
Traders’ Corner:
Value Partners (806 HK), United Laboratories (3933 HK)
What's in the Pack:
Aviation – China
Cut In Civil Aviation Development Fees Likely To Boost Airlines’ Pricing And Potentially Lead To Cost Savings
Traders’ Corner:
Mapleleaf Education (1317 HK), Wisdom Education (6068 HK)
What's in the Pack:
Alpha Picks: April Conviction Calls
Traders’ Corner:
CGS (6881 HK), Sino-ocean Group (3377 HK)
What's in the Pack:
Bosideng International Holdings (3998 HK)
Initiate Coverage With BUY; Down Apparel Leader; Rebranding And Repositioning Done Right
Traders’ Corner:
Shenzhen Investment (604 HK), Q Tech (1478 HK)
What's in the Pack:
Sino Biopharmaceutical (1177 HK)
2018: In Line; Becoming A Strong Performer In Innovative And Generic Drug Markets
Traders’ Corner:
SJM Holdings (880HK), BYD Electronic (285 HK)
What's in the Pack:
Air China (753 HK)
2018: Margins To Improve Further Following Disposal Of Air China Cargo And US Dollar Debt Reduction
Traders’ Corner:
BOC Aviation (2588HK), China Zongwang (1333 HK)
What's in the Pack:
Automobile – China
Electric Vehicles: Who Has Been Swimming Naked?
Traders’ Corner:
Citic Telecom (1883 HK), SHK PPT (16 HK)
What's in the Pack:
Haidilao International (6862 HK)
2018: Slightly Better-than-expected Results; Decent Operating Metrics
Traders’ Corner:
Yuexiu REIT (405 HK), Tingyi (322 HK)
What's in the Pack:
WuXi Biologics (Cayman) (2269 HK)
Leveraging The Biologics Boom
Traders’ Corner:
PCCW (8 HK), Angang Steel (347 HK)
What's in the Pack:
ENN Energy (2688 HK)
2018: Core Profit Up: Volume Expansion Outweighs Margin Contraction
Traders’ Corner:
Greentown China (3900 HK), Li & Fung (494 HK)
What's in the Pack:
Tencent Holdings (700 HK)
4Q18: Results In Line; Bottom-line Beats Expectations
Traders’ Corner:
K. Wah International (173 HK), Zhaojin Mining (1818 HK)
What's in the Pack:
Sunny Optical (2382 HK)
2018: Within Expectations; Recovering With Challenges Ahead
Traders’ Corner:
Yihai International (1579 HK), Shui On Land (272 HK)
What's in the Pack:
Ausnutria Dairy Corporation (1717 HK)
2018: Outlook For 2019 Remains Robust
Traders’ Corner:
Swire Properties (1972 HK), HSBC (5 HK)
What's in the Pack:
Property – China
Weekly: Turnover Continues To Go Up In Tier-1 And Tier-2 Cities
Traders’ Corner:
CSPC Pharma (1093 HK), Baiyunshan Pharma (874 HK)
What's in the Pack:
Minsheng Education (1569 HK)
2018: Results In Line; One More Acquisition Announced
Traders’ Corner:
Sinopec Engineering (2386 HK), Asia Cement (743 HK)
What's in the Pack:
Economic Activity
Economy Remains Weak; Risk Of Slower Retail Sales Growth Ahead
Traders’ Corner:
Sunny Optical (2382 HK), C&D Int’l (1908 HK)
What's in the Pack:
Cathay Pacific Airways (293 HK)
2018: Guidance For Capacity Growth To Almost Double In 2019
Traders’ Corner:
Road King Infra (1098 HK), Huabao International (336 HK)
What's in the Pack:
Education – China
Solid Higher Education Segment Growth Ahead, Amid Favourable Policies
Traders’ Corner:
Xiaomi-W (1810 HK), CRRC (1766 HK)
What's in the Pack:
Lee & Man Paper (2314 HK)
2018: Profit Down 3.2% yoy, Slightly Below Expectations
Traders’ Corner:
Texhong Textile (2678 HK), Zhou Hei Ya (1458 HK)
What's in the Pack:
A Slippery Slope
Traders’ Corner:
Leyou Technologies (1089 HK), Bosideng (3998 HK)
What's in the Pack:
IGG (799 HK)
2H18: LM Grossing Saw Softness; Performance Of New Game MR To Be Proven
Traders’ Corner:
Shenzhou International (2313 HK), Suntien Green Energy (956 HK)
What's in the Pack:
IT Hardware – China
Handset Components: 2018 Results Preview
Traders’ Corner:
Hua Hong Semi (1347 HK), Angang Steel (347 HK)
What's in the Pack:
Solar – China
Darkness Before Dawn: Upcoming Favourable Policies
Traders’ Corner:
CIMC (2039 HK), CNBM (3323 HK)
What's in the Pack:
Alpha Picks: March Conviction Calls
Traders’ Corner:
Ascletis-B (1672 HK), Evergrande (3333 HK)
What's in the Pack:
Healthcare – China
Takeaways From Marketing Trip
Traders’ Corner:
Citic Telecom (1883 HK), China AoYuan (3883 HK)
What's in the Pack:
Galaxy Entertainment (27 HK)
4Q18: Results In Line
Traders’ Corner:
Beijing Airport (694 HK), Yuexiu Property (123 HK)
What's in the Pack:
Sun Hun Kai Properties (16 HK)
1HFY19: Beats On Contracted Sales
Traders’ Corner:
Pacific Textiles (1382 HK), JNBY (3306 HK)
What's in the Pack:
Anta Sports (2020 HK)
2018: Results Beat Expectations
Traders’ Corner:
Chow Tai Fook (1929 HK), CRRC (1766 HK)
What's in the Pack:
Automobile – China
Potential Subsidy To Trade In ICE PVs For Electric PVs In Beijing
Traders’ Corner:
Jiangxi Copper (358 HK), Vtech (303 HK)
What's in the Pack:
Dairy – China
2H18 Results Preview: Sustainable Sales Growth
Traders’ Corner:
AAC Tech (2018 HK), Kingdee International (268 HK)
What's in the Pack:
Tug Of War
Traders’ Corner:
Chinasoft International (354 HK), Hang Seng Bank (11 HK)
What's in the Pack:
Shandong Gold Mining (1787 HK)
Takeaways From Company Visit
Traders’ Corner:
CKH Holdings (1 HK), China Resources Gas (1193 HK)
What's in the Pack:
Property – China
Supportive Policies To Drive Valuation Recovery
Traders’ Corner:
SD Gold (1787 HK), Link REIT (823 HK)
What's in the Pack:
Property – Hong Kong
2H18 Results Preview: Expect Mixed Bag Of Results
Traders’ Corner:
Haitong International (665 HK), Zhongsheng Group (881 HK)
What's in the Pack:
Cement – China
Infrastructure FAI Stimulus Speeds Up In Eastern And Southern Regions
Traders’ Corner:
Sunlight REIT (435 HK), HKBN (1310 HK)
What's in the Pack:
Sunny Optical (2382 HK)
Profit Warning: Disappointing 2018 Earnings; Jan 19 Shipment Momentum Remains Intact; Downgrade To HOLD
Traders’ Corner:
Johnson Electric (179 HK), Shanghai Pechem (338 HK)
What's in the Pack:
China Communications Services (552 HK)
Looking For Clues From Previous Capex Cycles; Upgrade To BUY
Traders’ Corner:
Fosun International (656 HK), Dongfeng Group (489 HK)
What's in the Pack:
Steel – China
Soaring Iron Ore Prices Weigh On Mills’ Margins
Traders’ Corner:
Sun Hung Kai (86 HK), Guangshen Railway (525 HK)
What's in the Pack:
Aviation – China
Jan 19: Early Signs Of A Slowdown In Domestic Demand
Traders’ Corner:
Luk Fook Holdings (590 HK), Shanghai Industrial (363 HK)
What's in the Pack:
Healthcare – China
Intensified Competition In Both Innovative And Generic Markets
Traders’ Corner:
China Grand Pharm (512 HK), Uni Medical (2666 HK)
What's in the Pack:
Haidilao International (6862 HK)
Initiate Coverage With BUY; An Innovative Hotpot Leader In China With Global Ambition
Traders’ Corner:
DCH holdings (1828 HK), Bright Smart (1428 HK)
What's in the Pack:
Alpha Picks: February Conviction Calls
Traders’ Corner:
Citic Sec (6030 HK), Want Want China (151 HK)
What's in the Pack:
Healthcare – China
New Hospital Evaluation Measures Benefit Some Drug Producers
Traders’ Corner:
Sinotruk (3808 HK), Galaxy Entertainment (27 HK)
What's in the Pack:
The Big Picture
Central Bank Bills Swap Programme Hits The Right Note, But More Easing Needed
Traders’ Corner:
Hang Lung Properties (101 HK), COMEC (317 HK)
What's in the Pack:
Xiabuxiabu Catering Management (520 HK)
Store Count Expansion Accelerated Last Year, But Tepid SSS Growth Expected For 2018
Traders’ Corner:
Tian Lun Gas (1600 HK), Fairwood Holdings (52 HK)
What's in the Pack:
Gas – China
Robust Gas Demand And Stable Dollar Margin Continue
Traders’ Corner:
Conch Venture (586 HK), Swire Properties (1972 HK)
What's in the Pack:
Property – Hong Kong
Weekly Wrap-up: Signs Of The Tide Turning As Transaction Volumes Pick Up
Traders’ Corner:
Country Garden (2007 HK), Goldwind (2208 HK)
What's in the Pack:
TAL Education Group (TAL US)
3QFY19: Earnings Beat On Operating Leverage; Concerns On Slowing Expansion Remain
Traders’ Corner:
Standard Charted (2888 HK), Lonkong (3339 HK)
What's in the Pack:
Watch The Credit Cycle
Traders’ Corner:
Kerry Properties (683 HK), Skyworth Digital (751 HK)
What's in the Pack:
New Oriental Education & Technology Group (EDU US)
2QFY19: Results Beat Expectations, Margins Recovering Much Faster; Upgrade To BUY
Traders’ Corner:
Zhongsheng Group (881 HK), Petrochina (857 HK)
What's in the Pack:
Value Emerges After Across-the-board Sell-off
Traders’ Corner:
China Shenhua Energy (1088 HK), MGM China (2282 HK)
What's in the Pack:
Sportswear – China
When The Tide Goes Out
Traders’ Corner:
Value Partners (806 HK), 3SBIO (1530 HK)
What's in the Pack:
TAL Educational Group (TAL US)
Good K12 AST Provider But Upside Fully Priced In; Downgrade To HOLD
Traders’ Corner:
Kingsoft (3888 HK), CITIC (267 HK)
What's in the Pack:
Automobile – China
2019: Darkness Before Dawn
Traders’ Corner:
China Life (2628 HK), Tsingtao Brew (168 HK)
What's in the Pack:
Money Supply
Monetary Easing Spurs Credit Growth; More Targeted Easing Expected Ahead
Traders’ Corner:
Zhongyu Gas (3633 HK), Want Want China (151 HK)
What's in the Pack:
Trade
Dec 18 Trade Data Disappoints; Dim Outlook
Traders’ Corner:
Lenovo Group (992 HK), Galaxy Entertainment (27 HK)
What's in the Pack:
Property – Hong Kong
Weekly Wrap-up: Home Prices Resume Decline While Transaction Volumes Rise
Traders’ Corner:
Greentown Service (2869 HK), Li Ning (2331 HK)
What's in the Pack:
Education – China
Potential Turning Point For K12 Private School Operators In 1Q19
Traders’ Corner:
Hec Pharm (1558 HK), Zhejiang Expressway (576 HK)
What's in the Pack:
Automobile China
New Stimulus Coming Through
Traders’ Corner:
Hisense Home Appliance (921 HK), China EB Int’l (257 HK)
What's in the Pack:
Beijing Capital International Airport (694 HK)
BCIA And New Daxing Airport To Share Slots, Long-term Growth Prospects Curtailed
Traders’ Corner:
Country Garden Services (6098 HK), Wharf Holdings (4 HK)
What's in the Pack:
The People's Bank of China (PBOC) announced its decision of a reserve requirement ratio (RRR) cut of 1 percentage point, as it will not roll over the Medium-term Liquidity Funding (MLF) that will mature in the first quarter
Traders’ Corner:
Xtep International (1368 HK), Dongfang Electric (1072 HK)
What's in the Pack:
Property – Hong Kong
Weekly Wrap-up: Home Prices Rebound; Government Considers Easing Mortgage Policy
Traders’ Corner:
SHK PPT (16 HK), Fortune REIT (778 HK)
What's in the Pack:
Gold – China
Back In Fashion
Traders’ Corner:
Evergrande Health (708 HK), BOC Hong Kong (2388 HK)
What's in the Pack:
Alpha Picks: January Conviction Calls
Traders’ Corner:
BYD Company (1211 HK), Car Inc (699 HK)
What's in the Pack:
PMI
Manufacturing PMI Dips Into Contractionary Zone, Destocking Continues
Traders’ Corner:
Times China (1233 HK), XiabuXiabu (520 HK)
What's in the Pack:
Ausnutria Dairy Corp (1717 HK)
Ramping Up For Mix-Upgrade In The Near Term
Traders’ Corner:
Haier Electronics (1169 HK), Future Land (1030 HK)
What's in the Pack:
Telecom Equipment – China
5G Coming Closer But Short-term Benefits May Fall Short Of Expectations
Traders’ Corner:
IGG (799 HK), Sinopec Kantons (934 HK)
What's in the Pack:
Money Supply
Nov 18: New Loans And TSF Improve; But More Monetary Easing Still Needed
Traders’ Corner:
Bosideng (3998 HK), Want Want China (151 HK)
What's in the Pack:
Contemporary Amperex Technology Co (300750 CH)
Initiate Coverage With SELL; A Dinosaur In The EV Battery Industry
Traders’ Corner:
CKH Holdings (1 HK), Shanghai Industrial (363 HK)
What's in the Pack:
Healthcare – China
Traders’ Corner:
Luye Pharma (2186 HK), CITIC (267 HK)
What's in the Pack:
Spring Airlines (601021 CH)
Traders’ Corner:
COSCO Ship Port (1199 HK), China Railway (390 HK)
What's in the Pack:
Alpha Picks: December Conviction Calls
Traders’ Corner:
Anta Sports (2020 HK), China Com Services (552 HK)
What's in the Pack:
Property – China
Weekly Wrap-up: Larger Sales Volume Amid Continuous Relaxation Of Regional Policies
Traders’ Corner:
China Merchants Port (144 HK), Zhongsheng Holdings (881 HK)
What's in the Pack:
Gaming – Macau
Rebound On November GGR Beat And Trade War Ceasefire
Traders’ Corner:
Wynn Macau (1128 HK), BJ Ent Water (371 HK)
What's in the Pack:
Healthcare – China
A Stronger Pharmaceutical Sector Arises
Traders’ Corner:
Hopewell Holdings (54 HK), Vinda (3331 HK)
What's in the Pack:
Steel – China
Price Weakness Continues With Concerns Over Demand; Trim Target Prices
Traders’ Corner:
Wharf REIC (1997 HK), Henderson Land (12 HK)
What's in the Pack:
China Gas (384 HK)
1HFY19: Strong Growth In Gas Sales And Core Net Profit
Traders’ Corner:
HK & China Gas (3 HK), Café De Coral (341 HK)
What's in the Pack:
The Big Picture
Reflationary Measures Starting To Gain Traction
Traders’ Corner:
TravelSky Tech (696 HK), Yanzhou Coal (1171 HK)
What's in the Pack:
Minsheng Education (1569 HK, HK$1.39)
Traders’ Corner:
HKT-SS (6823 HK), Naga Corp (3918 HK)
What's in the Pack:
Sino Biopharmaceutical (1177 HK, HK$7.07) announced that profit for the first three quarters ended 30 September was RMB2,201 million, up by 21.96% YoY.
Traders’ Corner:
Chinasoft International (354 HK), Fosun International (656 HK)
What's in the Pack:
Sino Biopharm (1177 HK)
3Q18: Results In Line; Ready For GPO Competition
Traders’ Corner:
Fairwood Holdings (52 HK), Link REIT (823 HK)
What's in the Pack:
MicroPort Scientific Corporation (853 HK)
Facing Challenges In Turning Around Orthopaedic Business
Traders’ Corner:
Logan Property (3380 HK), SUNAC (1918 HK)
What's in the Pack:
Steel – China
Winter Production Curbs Kick-start Nationwide; Price Weakness Emerging
Traders’ Corner:
CH Unienergy (1573 HK), Vitasoy International (345 HK)
What's in the Pack:
CSPC Pharmaceutical Group (1093 HK)
9M18: Net Profit Rises 33.8% yoy, In Line With Expectations; Will Continue To Outperform
Traders’ Corner:
China Power (2380 HK), Li Ning (2331 HK)
What's in the Pack:
Property – Hong Kong
Weekly Wrap-up: Lacklustre Sales In The Primary Market
Traders’ Corner:
China State Con (3311 HK), HK&S Hotels (45 HK)
What's in the Pack:
IT Hardware – China
Handset Components: Negatives Mostly Priced In But No Catalyst In Sight
Traders’ Corner:
China Rail Cons (1186 HK), China Everbright (165 HK)
What's in the Pack:
Tencent Holdings (700 HK)
3Q18: Lower Game Revenue Portion; Accelerating Ads Revenue Growth
Traders’ Corner:
Anhui Expressway (995 HK), NWS Holdings (659 HK)
What's in the Pack:
Property – China
Weekly Wrap-up: Stability As Priority Of Current Property Market Regulations Amid Brewing Of New Measures
Traders’ Corner:
WH Group (288 HK), Baiyushan (874 HK)
What's in the Pack:
China Resources Cement (1313 HK)
On-the-ground Feedback From CR Cement Reverse Roadshow
Traders’ Corner:
China Res Power (836 HK), Sichuan Expressway (107 HK)
What's in the Pack:
Property – Hong Kong
Weekly Wrap-up: Rebound In Secondary Marketd
Traders’ Corner:
FI CSOP HSI (7300 HK), Zhejiang Expressway (576 HK)
What's in the Pack:
Trade
Expect Slower Trade Activities Ahead
Traders’ Corner:
BOC Aviation (2588 HK), CMEC (1829 HK)
What's in the Pack:
Brilliance Auto (1114 HK)
3Q18: Earnings Miss Estimates On Lower Margins
Traders’ Corner:
Vitasoy Int’l (345 HK), ZTE (763 HK)
What's in the Pack:
Geely Automobile (175 HK)
October Sales Miss Estimates, Cut Target Price To HK$23.00
Traders’ Corner:
Uni-President China (220 HK), Universal Medical (2666 HK)
What's in the Pack:
Coal - China
Policy Effect Diminishing; Coal Prices To Be Under Pressure In 2019
Traders’ Corner:
Yihai Intl (1579 HK), China Com Service (552 HK)
What's in the Pack:
Alibaba Group (BABA US)
2QFY19: Slower Revenue Growth Guidance On Macro Headwinds And Uncertainties
Traders’ Corner:
GF Securities (1776 HK), Minsheng Banking (1988 HK)
What's in the Pack:
Alpha Picks: Greater China November Conviction Calls
Traders’ Corner:
Kunlun Energy (135 HK), HTSC (6886 HK)
What's in the Pack:
Fu Shou Yuan (1448 HK)
Regulatory Concern Overdone; Long-term Policy Remains Positive
Traders’ Corner:
Jiangsu Express (177 HK), China Rail Cons (1186 HK)
What's in the Pack:
Property – China
Weekly Wrap-up: Policy Tightness Remains With Tendency Towards Stability Upon Gradual Achievement In Implementing Property Monitoring Regulations
Traders’ Corner:
Smartone Tele (315 HK), AIA (1299 HK)
What's in the Pack:
China Eastern Airlines (670 HK)
3Q18: Strong Cash Generation Due To 5.7% yoy Rise In Domestic Yields; Upgrade To BUY
Traders’ Corner:
K. Wah Int’l (173 HK), SHK PPT (16 HK)
What's in the Pack:
Property – Hong Kong
Weekly Wrap-up: Continued Weak Take-up In Primary Market
Traders’ Corner:
Cathay Pacific Air (293 HK), Hang Seng Bank (11 HK)
What's in the Pack:
China Construction Bank (939 HK)
3Q18: Steady Growth, Unperturbed By External Pressure
Traders’ Corner:
AAC Tech (2018 HK), Good Baby (1086 HK)
What's in the Pack:
I.T (999 HK)
1HFY19: Results In Line With Expectation
Traders’ Corner:
CK Asset (1113 HK), SPDR Gold Trust (2840 HK)
What's in the Pack:
Automobile - China
Hidden Value Of Auto JVs
Traders’ Corner:
Baic Motor (1958 HK), CIMC (2039 HK)
What's in the Pack:
Market Strategy
Pain Management
Traders’ Corner:
Value Partners (806 HK), NCI (1336 HK)
What's in the Pack:
Steel – China
Weekly: Tangshan Announces Steel Production Curb List, Restrictions Remain Tight This Winter
Traders’ Corner:
HKEX (388 HK), Vtech Holdings (303 HK)
What's in the Pack:
Aviation – China
At 10-Year Trough Levels; Lower Fuel Prices Would Be Primary Catalyst
Traders’ Corner:
Yuhua Education (6169 HK), SMIC (981 HK)
What's in the Pack:
Monetary Policy
No Meaningful Rebound In Money Supply Despite The Surge In New TSF
Traders’ Corner:
Xinyi Glass (868 HK), Haier Elec (1169 HK)
What's in the Pack:
China Oriental Group (581 HK)
Positive 2H18 Outlook; Open To M&A Opportunities
Traders’ Corner:
IMAX China (1970 HK), ICBC (1398 HK)
What's in the Pack:
Trade
Resilient Trade Growth In Sep 18; Expect Weakness Ahead
Traders’ Corner:
Tecent (700 HK), Bank of East Asia (23 HK)
What's in the Pack:
Shenzhou International (2313 HK)
Well Prepared With High Bargaining Power And Capacity Ramping Up
Traders’ Corner:
Ali Health (241 HK), Road King Infra (1098 HK)
What's in the Pack:
Wisdom Education International Holdings (6068 HK)
High Earnings Visibility In The Next Three Years
Traders’ Corner:
Cosco Shipping Ports (1199 HK), Vinda Int’l (3331 HK)
What's in the Pack:
Gaming – Macau
Golden Week Optimism Fades Away
Traders’ Corner:
Guangdong Inv (270 HK), CNBM (3323 HK)
What's in the Pack:
Shenzhen Airport-A (000089 CH)
Upward Revision In Duty-free Concession Fee Will Be Earnings Driver
Traders’ Corner:
TVB (511 HK), TravelSky Tech (696 HK)
What's in the Pack:
Automobile - China
Takeaways From Marketing Trips And Channel Check
Traders’ Corner:
Link REIT (823 HK), SUNeVision (1686 HK)
What's in the Pack:
Strategy
Digging For Answers
Traders’ Corner:
Café De Coral (341 HK), BCQ (1963 HK)
What's in the Pack:
BOC Aviation (2588 HK)
46% Rise Ytd With Room For Further Upside. Target Price Raised By 10% To HK$66.00
Traders’ Corner:
CITIC (267 HK), Fairwood Holdings (52 HK)
What's in the Pack:
TK Group (2283 HK)
Sustained Decent Growth Despite Macro Headwinds
Traders’ Corner:
China Gas (384 HK), HK and China Gas (3 HK)
What's in the Pack:
Alpha Picks: October Conviction Calls
Traders’ Corner:
PetroChina (857 HK), PCCW (8 HK)
What's in the Pack:
China - Internet
Consumption Slowdown And Its Impact On The E-commerce Sector
Traders’ Corner:
CALC (1848 HK), Shineway Pharm (2877 HK)
What's in the Pack:
Automobile - China
Luxury Car Prices Rebound In September
Traders’ Corner:
Pacific Textiles (1382 HK), Vtech Holdings (303 HK)
What's in the Pack:
China – Internet
Pre-tax Deduction Proportion Of R&D Expenses Increased To 75%
Traders’ Corner:
China Resources Gas (1193 HK), Stella Holdings (1836 HK)
What's in the Pack:
Property – Hong Kong
Weekly Wrap-up: Watch Out For Prime-rate Hikes
Traders’ Corner:
Brilliance China Automotive (1114 HK), CM Bank (3968 HK)
What's in the Pack:
Stocks For A Volatile Market
Traders’ Corner:
BYD Electronic (285 HK), NWS Holding (659 HK)
What's in the Pack:
Aviation – China
No Signs Of Demand Weakness Despite A Weak Renminbi
Traders’ Corner:
BYD Company (1211 HK), China Unienergy (1573 HK)
What's in the Pack:
Education – China
High Regulatory Risks Suppress Stock Valuations
Traders’ Corner:
SITC (1308 HK), CRRC (1766 HK)
What's in the Pack:
Strategy
Between A Rock And A Hard Place
Traders’ Corner:
Shanghai Industrial (363 HK), China Hongqiao Group (1378 HK)
What's in the Pack:
Property – Hong Kong
Weekly Wrap-up: Primary Market Holds Up Despite Super Typhoon
Traders’ Corner:
Power Assets (6 HK), China Oilfield (2883 HK)