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 & 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
China Strategy: What Are Some Other High Dividend Yield Options?
Lever Style, one of the top 5 high yield stocks, has issued a positive profit alert with US$16.4-17.4m for FY24, or 5-12% YoY growth. Given the...
907 Views
China Strategy: Re-Assessing the Rmb Exchange Impacts
With the US kick-starting the lower interest rate cycle with a 50bp cut overnight and indicated an expectation of an aggregate further 50bp cut in...
954 Views
China Strategy: Top 3 Ideas for the Rest of This Year
Lonking, Shenzhen Intl, and Dongfang Electric are expected to see better earnings in 2H24, benefiting from low bases, strong demand, and one-off...
684 Views