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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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...
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HMM: Material Improvement in Corporate Value Up Plan
HMM plans to implement total shareholder returns of at least 2.5 trillion won within one year, which represents 14.8% of its market cap.
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HK Strategy: Rate Cut Beneficiaries - Fixed & Floating Rate Debt Analysis
With the Fed hinting at a slower rate cut path, the beneficiaries mentioned in this Insight will turn to suffer more. The names with the highest...
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