Property - Policy Speculation + Favourable Data Release = Stock Uptrend with Volatility
Following a series of easing policy combinations from the government, various cities have continued to implement easing measures.
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Property - MOHURD Meeting Below Expectation; Expect a Volatile Uptrend for the Sector in 4Q
The MOHURD press conference yesterday highlighted the acceleration of existing policy implementation with few new measures, thus falling short of...
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Property - Easing Policies May Boost Trading Sentiment in Short Term
The PBOC unveiled a string of property-related easing policies yesterday (24 Sep). We believe such policies may boost trading sentiment in the...
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Property - Weekly Highlight: Sales Decline May Narrow in Aug
The Politburo meeting re-emphasized the need for inventory reduction and ensuring project completions. The latter saw breakthroughs with a stalled...
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HK Connect Flows Weekly (Apr 17th): Pop Mart Intl, China Life, Tencent, Xiaomi, SMIC, YOFC, CCB
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Pop Mart Intl, China Life, Tencent, Xiaomi, SMIC, YOFC,...
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