Important Noticemore |
What's in the Pack:
Kuaishou Technology (1024 HK)
4Q22 E-commerce Growth Well On Track; Ad Recovery To Re-accelerate In 2023
Traders’ Corner:
China Communications Construction Co., Ltd (1800 HK),Flat Glass Group Co., Ltd (6865 HK)
What's in the Pack:
Alpha Picks: February Conviction Calls
We expect consolidation in February, as investors await management guidance for 2023 in the upcoming earnings season.
Traders’ Corner:
China Railway Construction Corporation Limited (1186 HK),Cosco Shipping Energy Transportation Co., Ltd (1138 HK)
What's in the Pack:
Property – China
Steady Recovery In Consumption To Underpin Rental And Valuation Recovery
Traders’ Corner:
Yum China Holdings, Inc. (9987 HK),Digital China Holdings Ltd. (861 HK)
What's in the Pack:
Property – China
Steady Recovery In Consumption To Underpin Rental And Valuation Recovery
Traders’ Corner:
Meituan (3690 HK),Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited (874 HK)
What's in the Pack:
Consumer – China
Expect Residents’ Income Growth To Pick Up And Confidence To Recover
What's in the Pack:
Nexteer Automotive Group (1316 HK)
2H22 Results Preview: Trim Earnings Estimate By 28% On Slower Margin Recovery
Traders’ Corner:
BYD Electronic (International) Company Limited (285 HK),Jinxin Fertility Group Limited (1951 HK)
What's in the Pack:
WuXi AppTec (2359 HK)
Revenue Likely To Be Relatively Flat In 2023 But To Maintain Momentum In 2024
Traders’ Corner:
TCL Electronics Holdings Limited (1070 HK),Yankuang Energy Group Company Limited (1171 HK)
What's in the Pack:
Inflation
Underlying Inflation Stays Down