In today’s briefing:
- China & HK Strategy: Stock Implications for 4Q25
- Ohayo Japan | Record Highs in Japan
- Hardman & Co Monthly: November 2025
China & HK Strategy: Stock Implications for 4Q25
- Excluding an outlier, our coverage universe is expected to witness a 56.6% YoY earnings growth in 4Q25, rapidly accelerating from the previous quarter.
- Stocks with the best growth are Xinjiang Goldwind (2208 HK), Sany Heavy Equip. (631 HK), Dongfang Electric (1072 HK), CTG Duty Free (1880 HK), and Cosco Shipping Energy (1138 HK)..
- CICC (3908 HK), CNBM (3323 HK), Shanghai Electric (2727 HK), Sinotrans (598 HK), Anjoy Foods (2648 HK), Cosco Shipping Ports (1199 HK), and Haier Smart Home (6690 HK) may upgrade.
Ohayo Japan | Record Highs in Japan
- U.S. stocks closed higher, primarily driven by a significant rally in Amazon shares following strong quarterly results & cloud computing growth.
- Nexperia: Wafer supply suspension by Dutch parent on Oct 26 due to payment terms dispute; China unit asserts sufficient inventories and stable supply chain
- Japan closed on Monday for Culture Day Holiday; Tues Earnings: Nintendo, Mitsubishi, NTT, Marubeni & more
Hardman & Co Monthly: November 2025
- Feature article: Feeding the future The case for food system investment Megatrends, at a very basic level, dictate the “direction of travel” for economic, social and political activity; investments made on this basis will receive powerful trend support.
- Today, the transformation of the global food system represents one such structural force.
- As demographic expansion, rising income and growing climate pressure converge, food sustainability as a strategic, long-term investment theme is no longer a forward-looking concept but a current market reality.
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