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What's in the Pack:
Automobile – China
Smart Electric Vehicles: New Winners On The New Runway
Traders’ Corner:
Cathay Pacific Airways Limited (293 HK)，Galaxy Entertainment Group Limited (27 HK)
What's in the Pack:
Property – China
Progress Of Rescue Fund Below Expectation; Issuance Of Residential REITs Accelerating
Traders’ Corner:
China Unicom (Hong Kong) Limited (762 HK)，CSPC Pharmaceutical Group Limited (1093 HK)
What's in the Pack:
Q Technology Group (1478 HK)
1H22: Sharp Plunge In Earnings Due To Unfavourable Market
Traders’ Corner:
Zhaojin Mining Industry Company Limited (1818 HK)，Geely Automobile Holdings Limited (175 HK)
What's in the Pack:
Trade
Weaker July Imports Growth Points To Recovery Challenges
What's in the Pack:
Alibaba Group (9988 HK)
1QFY23: Earnings Above Expectations On Cost Control Over All Business Lines
Traders’ Corner:
Wharf Real Estate Investment Company Limited (1997 HK)，Trip.com Group Limited (9961 HK)
What's in the Pack:
Xiaomi Corp (1810 HK)
2Q22 Results Preview: Remain Sluggish As Expected
Traders’ Corner:
CITIC Limited (267 HK)，CITIC Limited (267 HK)
What's in the Pack:
Alpha Picks: August Conviction Calls
We see further risks of a market pullback from growing macro uncertainties and switch to a defensive bias in August. Add AIA, CTGDF, CR Land, and Kweichow Moutai to our BUY list, Ganfeng Lithium, Tinci Materials, Henlius and Sinopharm to our SELL list.
Traders’ Corner:
Nexteer Automotive Group Limited (1316 HK)，Prada S.p.A. (1913 HK)
What's in the Pack:
Tencent Holdings (700 HK)
2Q22 Preview: Still Plenty Of Headwinds
Traders’ Corner:
HSBC Holdings Plc (5 HK)，NIO Inc. (9866 HK)