China & HK Strategy: 1H25 Preview - Where Are the Upside and Downside Surprises?
The companies under our coverage are expected to report 16.8% earnings growth for 1H25, with 2Q25 accelerating to 30.8%. Top performers include...
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HK Strategy: Time to Revisit the Yield Story
High-yield stocks like CNOOC, Hang Lung Prop and Henderson can protect income stream despite lower interest rates favouring the tech sector. ICBC...
698 Views
HK & China Strategy: Potential Gainers of Rmb Appreciation Against USD
With the further appreciation of the Rmb against the USD, especially following the phone conversation between Chairman Xi and President Trump, it...
920 Views
Changhong Jiahua (3991 HK): The Upcoming Long Stop Date Sets the Pretext for a Deal Break
As expected, the scheme lapsed because Sichuan NDRC/Commerce approvals were not obtained by the 20 September Long Stop Date, which was not...
169 Views
HK Strategy: What Are Some of the HSI Laggards to Pick Up?
HSI has rebounded above pre-reciprocal tariff levels, with top stocks up 15.6%. However, 32 stocks remain negative, with ZTO Express, Budweiser...
538 Views