BUY/SELL/HOLD: Hong Kong Market Update (4/14/26)
The Hong Kong market joined other Asian markets during the post-war sell-off. The HSI easily held its long-term support levels, and the overall...
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China & HK Strategy: Stock Implications for 4Q25
Expect a 56.6% YoY profit growth in 4Q25 for our coverage universe, with top growth stocks being Xinjiang Goldwind, Sany Heavy Equipment, Dongfang...
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China & HK Strategy: 3Q25 Preview - Beauty and the Beast
3Q25 results will test earnings multiple expansion. Seven stocks will show over 100% YoY earnings growth in 2H25, including China Eastern,...
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China Strategy: 1H25 Roundup and Implications for 2H25
1H25 earnings weaker than expected with 5.9% growth; 2H25 forecasts show further slowdown to 4%. Chinese airlines and trade-related companies...
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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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