Important Noticemore |
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)