Important Noticemore |
What's in the Pack:
Kuaishou Technology (1024 HK)
2Q25: Earnings Beat On Margin Expansion; Ramping Up Capex For Kling AI
Traders’ Corner:
Hang Seng Index, Hang Seng TECH Index
What's in the Pack:
Hong Kong Exchanges and Clearing (388 HK)
2Q25: Record-high Bottom Line; Strong ADT Momentum Continues In 2H25
Traders’ Corner:
NIO Inc. (9866 HK), Zhongan Online (6060 HK)
What's in the Pack:
Xiaomi Corp (1810 HK)
2Q25: Record-high Bottom Line; EV Business To Be Boosted By YU7 Deliveries
Traders’ Corner:
Sino Biopharmaceutical (1177 HK), Dekon Food AndAgriculture (2419 HK)
What's in the Pack:
Sino Biopharmaceutical (1177 HK)
1H25: Results Beat, Expects Outlicensing To Become New Growth Driver From 2H25
Traders’ Corner:
Anta Sports (2020 HK), Yidu Tech (2158 HK)
What's in the Pack:
Economic Activity
Growth Decelerates As Trade War Impact Deepens
Traders’ Corner:
Damai Entertainment (1060 HK), Innovent Biologics (1801 HK)
What's in the Pack:
Geely Auto (175 HK)
2Q25: Core Earnings Surge 93% yoy, In Line; Raise Target Price To HK$42.00
Traders’ Corner:
Hang Seng Index, Hang Seng TECH Index
What's in the Pack:
Tencent Holdings (700 HK)
2Q25: Strong Set Of Results; Unfolding AI Monetisation In Online Games And Ads
Traders’ Corner:
Li Ning (2331 HK), KE Holdings (2423 HK)
What's in the Pack:
Tencent Music Entertainment Group (1698 HK)
2Q25: Solid Earnings Beat; Focusing On Fan Economy To Foster SVIP Penetration
Traders’ Corner:
Meituan (3690 HK), NetEase Cloud Music (9899 HK)
What's in the Pack:
Q Technology (Group)(1478 HK)
1H25: Earnings In Line; Expect Profitability To Improve Further
Traders’ Corner:
China Resources Beer (291 HK), Zhongsheng Holdings (881 HK)
What's in the Pack:
Inflation
Deflationary Pressures Persist Despite Core CPI Resilience
Traders’ Corner:
Prudential (2378 HK), Cathay Pacific (293 HK)
What's in the Pack:
Trade
July’s Data Beats Expectations, Further Near-term Strength Likely
Traders’ Corner:
Hang Seng Index, Hang Seng TECH Index
What's in the Pack:
AIA Group (1299 HK)
1H25 Results Preview: Solid VONB and Earnings Growth
Traders’ Corner:
Sun Hung Kai Properties (16 HK) , Laopu Gold (6181 HK)
What's in the Pack:
Tencent Holdings (700 HK)
2Q25 Results Preview: Strong Game Pipeline And AI-Powered AdTech As Key Catalysts
Traders’ Corner:
Bilibili (9626 HK), Pop Mart (9992 HK)
What's in the Pack:
Alpha Picks: August Conviction Calls
Traders’ Corner:
NetEase (9999 HK) , BYD Electronic (285 HK)
What's in the Pack:
Xinyi Solar Holdings (968 HK)
1H25: Results In Line; Policy Boost And Supply Discipline Drive ReRating Potential; Upgrade To BUY
Traders’ Corner:
Zhaojin Mining (1818 HK), Xiaomi Corporation (1810 HK)
What's in the Pack:
PMI
Rebound Falters, Weighed By Weaker Construction And Input Cost Pressures
Traders’ Corner:
Hang Seng Index, Hang Seng TECH Index
What's in the Pack:
Contemporary Amperex Technology (300750 CH)
2Q25: Earnings In Line, With Margins Hitting Record-High Levels
Traders’ Corner:
Kelun-Biotech (6990 HK), Kingdee International (268 HK)
What's in the Pack:
WuXi AppTec (2359 HK)
1H25: Results Beat; Benefitting From Growing CRDMO Service Demand
Traders’ Corner:
Xtep International (1368 HK) , CNOOC (883 HK)
What's in the Pack:
China & Hong Kong Property & Property Management
Mainland Market Continues To Weaken While Hong Kong Residential Market Progresses With Destocking; Top Picks: CR Land And CR Mixc
Traders’ Corner:
Meitu, Inc. (1357 HK) , Techtronic Industries (669 HK)
What's in the Pack:
Shenzhen Mindray BioMedical Electronics (300760 CH)
Regain Growth Momentum From 3Q25, On Track For Top 10 Global Medtech Status
Traders’ Corner:
AIA Group (1299 HK), Tencent Music Entertainments (1698 HK)
What's in the Pack:
Property Management – China
1H25 Preview: SOEs' Performance Broadly In Line With Expectations; Change Our Top Pick To CR Mixc From COPH
Traders’ Corner:
Hang Seng Index, Hang Seng TECH Index
What's in the Pack:
ASMPT (522 HK)
2Q25: Results Largely In Line; Solid Bookings Beat As Mainstream Tools Recover; AP Tools Progressing Well In Logic And At HBM Clients
Traders’ Corner:
WuXi Biologics (2269 HK), Horizon Robotics (9660 HK)
What's in the Pack:
Kuaishou Technology (1024 HK)
2Q25 Results Preview: Solid Adtech Upgrade And Kling AI Monetisation Progress
Traders’ Corner:
Tencent Holdings Limited (700 HK), CITIC (267 HK)
What's in the Pack:
Property – China
Channel Check On Guangzhou’s And Shenzhen’s Primary Residential Markets; 1H25 Earnings Preview For Longfor
Traders’ Corner:
Chow Tai Fook (1929 HK), China Overseas Property (2669 HK)
What's in the Pack:
Property – China
Operational Update And 1H25 Earnings Preview For CR Land And COLI
Traders’ Corner:
Jiangxi Copper (358 HK), Conch Venture (586 HK)
What's in the Pack:
Automobile – China
Weekly: PV Sales Down 30% wow As Promotions End
Traders’ Corner:
Hang Seng Index, Hang Seng TECH Index
What's in the Pack:
Xtep International Holdings (1368 HK)
Confident In Achieving Full-year Targets; Saucony On Track To Reach Mid-term Goal
Traders’ Corner:
Fuyao Glass (3606 HK), REFIRE (2570 HK)
What's in the Pack:
Economic Activity
Resilient 1H25 Growth Of 5.3% yoy Belies Rising Downside Pressure
Traders’ Corner:
China Unicom (762 HK), Anta Sports (2020 HK)
What's in the Pack:
Money Supply
New Credit Jumps In June, But Annual Credit Growth Edges Lower
Traders’ Corner:
Alibaba Group (9988 HK), China Tower (788 HK)
What's in the Pack:
Innovent Biologics Inc (1801 HK)
Becoming A Significant Player In The Weight Management Market In China
Traders’ Corner:
China Shenhua Energy Company Limited (1088 HK), China Resources Power Holdings Company Limited (836 HK)
What's in the Pack:
Automobile – China
Weekly: PV Sales Down 30% wow As Promotions End
Traders’ Corner:
Hang Seng Index, Hang Seng TECH Index
What's in the Pack:
JD.com (9618 HK)
2Q25 Preview: Intact Top-line Growth; Expecting Margin Erosion On FD Investment
Traders’ Corner:
Longfor Group (960 HK), CTIHK (6055 HK)