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What's in the Pack:
Automobile – China
Weekly: China EV Sales Rebounded In Nov 22; But ICE-car Sales Declined
Traders’ Corner:
Henderson Land Development Company Limited (12 HK)，Archosaur Games Inc. (9990 HK)
What's in the Pack:
Trade
Weaker External Demand Takes Toll
Traders’ Corner:
China Tourism Group Duty Free Corporation Limited (1880 HK)，BYD Company Ltd (1211 HK)
What's in the Pack:
Property – China
Banks’ Support Extended To Developers At Risk; Re-rating Of POEs May Continue
Traders’ Corner:
Meituan (3690 HK)，China Resources Gas Group Limited (1193 HK)
What's in the Pack:
2023 : Cross-currents
We are positive on 1H23; recommend overweighting reopening and reflationary beneficiaries.
Traders’ Corner:
Xinyi Glass Holdings Limited (868 HK)，Xtep International Holdings Limited (1368 HK)
What's in the Pack:
Consumer – China
More Signs Of Reopening; Upbeat On Baijiu Names’ Potential Re-rating Ahead
What's in the Pack:
Alpha Picks: December Conviction Calls
The positive sentiment on the economic reopening may carry over into December and limit the extent of any consolidation. We are adding more beneficiaries of the reopening and policy easing
Traders’ Corner:
Techtronic Industries Company (669 HK)，Shandong Weigao Group Medical Polymer Company (1066 HK)
What's in the Pack:
PMI
Below Expectations
Traders’ Corner:
Zhongan Online P & C Insurance Co. (6060 HK)，Great Wall Motor Co. (2333 HK)
What's in the Pack:
Inflation
Underlying Inflation Stays Down