Important Noticemore |
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)
