Important Noticemore |
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)
