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What's in the Pack:
Shenzhen Mindray BioMedical Electronics (300760 CH)
Confident In Achieving Revenue Growth Of +20% yoy For 2Q22 And 2022
Traders’ Corner:
China Eastern Airlines Corporation Limited (670 HK)，Hua Hong Semiconductor Limited (1347 HK)
What's in the Pack:
2H22 – Stay Nimble
Rotate out of TMT in this rebound into more defensive sectors like communication services, healthcare and utilities as we approach 4Q22.
Traders’ Corner:
Sunny Optical Technology (Group) Company Limited (2382 HK)，ENN Energy Holdings Limited (2688 HK)
What's in the Pack:
PICC Property and Casualty (2328 HK)
Minimal Impact From EV Companies Entering The Auto Insurance Market
Traders’ Corner:
Sino Biopharmaceutical Limited (1177 HK)，Minth Group Limited (425 HK)
What's in the Pack:
Property – China
SOE Players Will Continue To Outperform In A Gradually Recovering Market
Traders’ Corner:
China Resources Land Limited (1109 HK)，Nexteer Automotive Group Limited (1316 HK)
What's in the Pack:
Healthcare – China
Biotech Companies Endeavour To Innovate
Traders’ Corner:
Kerry Properties Limited (683 HK)，Geely Automobile Holdings Limited （175 HK)
What's in the Pack:
Shenzhen Inovance (300124 CH)
Catering – China Snap Lockdowns Hinder The Catering Sector’s Recovery
Traders’ Corner:
China Merchants Bank Co., Ltd. (3968 HK)，TCL Electronics Holdings Limited (1070 HK)
What's in the Pack:
Shenzhen Inovance (300124 CH)
Takeaways From Annual Business Update
Traders’ Corner:
China Overseas Land &
Investment Limited (688 HK)，Xinjiang Goldwind Science & Technology Co., Ltd (2208 HK)
What's in the Pack:
Internet – China
618 Shopping Gala − On Track For A Meaningful Recovery