External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

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<ul><li>NBS released (17 January) Dec and full year 2022 online retail sales data.</li><li>YoY growth of online physical goods GMV reaccelerated to 4.4% YoY in Dec 2022 (1.2% YoY in Nov), which in our view could be attributed to recovery in logistics and fulfilment capability in late Dec and frontloaded sales generated from the Spring Festival shopping festival due to the early Spring Festival in 2023.</li><li>But solid recovery in YoY growth trajectory likely takes time, in our view, echoed by the 4.7% YoY online retail sales growth during the first five days of the shopping festival (30 Dec 2022-3 Jan 2023; per Ministry of Commerce). </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

NBS released (17 January) Dec and full year 2022 online retail sales data.YoY growth of online physical goods GMV reaccelerated to 4.4% YoY in Dec 2022 (1.2% YoY in Nov), which in our view could be attributed to recovery in logistics and fulfilment capability in late Dec and frontloaded sales generated from the Spring Festival shopping festival due to the early Spring Festival in 2023.But solid recovery in YoY growth trajectory likely takes time, in our view, echoed by the 4.7% YoY online retail sales growth during the first five days of the shopping festival (30 Dec 2022-3 Jan 2023; per Ministry of Commerce). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

China Internet – December online retail sales recap

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Cover Story: Where to now for Alibaba in the post-Jack Ma era?</li><li>World elite return to Winter Davos as recession fears mount</li><li>China runs short of anti-immune deficiency drug as Covid panic buying clears shelves</li></ul>

Cover Story: Where to now for Alibaba in the post-Jack Ma era?World elite return to Winter Davos as recession fears mountChina runs short of anti-immune deficiency drug as Covid panic buying clears shelves

CX Daily: Where to Now for Alibaba in the Post-Jack Ma Era?

<ul><li>Covid-19 / Caixin Explains: Why countries are putting curbs on travelers from China</li><li>Village banks / Henan village banks start reimbursing large depositors</li><li>Regulator / China’s banking regulator appoints first vice chairwoman</li></ul>

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DingTalk /: Alibaba’s DingTalk hits 15 million paying users as it tries to climb out of the redFlights /: China drops Covid curbs on international flightsPersonnel /: China appoints new Taiwan Affairs Office head

CX Daily: Alibaba’s DingTalk Hits 15 Million Paying Users As It Tries To Climb Out Of The Red

<ul>
<li>Metaverse /: Strict rules at home push Chinese metaverse entrepreneurs, investors overseas</li>
<li>Covid-19 /: Expert confirms not all Covid deaths will be included in official tally</li>
<li>Economy /: World Bank cuts China growth forecasts on property slump, reopening complications</li>
</ul>


Metaverse /: Strict rules at home push Chinese metaverse entrepreneurs, investors overseas
Covid-19 /: Expert confirms not all Covid deaths will be included in official tally
Economy /: World Bank cuts China growth forecasts on property slump, reopening complications


CX Daily: Strict Rules at Home Push Chinese Metaverse Entrepreneurs, Investors Overseas

China

Alibaba Group Holding Limited is a Chinese multinational technology company specializing in e-commerce, retail, internet, and technology, offering C2C, B2C, and B2B sales services through various marketplaces. It also provides digital media and entertainment, logistics, and cloud computing services. The company was founded in Hangzhou, China, in 1999.

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Alibaba (9988 HK)

China Internet – December online retail sales recap

YoY growth of online physical goods GMV reaccelerated to 4.4% YoY in Dec 2022 (1.2% YoY in Nov), which in our view could be attributed to recovery...

CMB International

CX Daily: Where to Now for Alibaba in the Post-Jack Ma Era?

Cover Story: Where to now for Alibaba in the post-Jack Ma era? World elite return to Winter Davos as recession fears mount.

Caixin Global

CX Daily: Why Countries Are Putting Curbs On Travelers From China

Caixin Explains: Why countries are putting curbs on travelers from China. Henan village banks start reimbursing large depositors

Caixin Global

CX Daily: Alibaba’s DingTalk Hits 15 Million Paying Users As It Tries To Climb Out Of The Red

Alibaba’s DingTalk hits 15 million paying users as it tries to climb out of the red. China drops Covid curbs on international flights.China...

Caixin Global

CX Daily: Strict Rules at Home Push Chinese Metaverse Entrepreneurs, Investors Overseas

Strict rules at home push Chinese metaverse entrepreneurs, investors overseas. World Bank cuts China growth forecasts on property slump, reopening...

Caixin Global

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