Software & IT Services - Broad recovery, a selective opportunity
We analysed a sample of 83 Hong Kong- and US-listed software and related technology companies (49 software and 34 related technology companies)...
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JD.com (JD US) - Short-term headwind persists
For 3Q26E, we expect JD.com (JD) to report total revenue of RMB308.1bn, up 3.0% YoY and broadly in line with Bloomberg consensus, and non-GAAP net...
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Consumer Staples - Cosmetics E-Commerce Tracker: Softer Sep Growth...
Tracked cosmetics e-commerce GMV (Taobao/Tmall, Douyin, JD) growth slowed to -0.6% YoY in Sep from +1.8% YoY in Aug with brand performance...
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Capital Goods - Decent Export Growth of Earth-Moving Machinery in Sep...
What’s new? China Construction Machinery Association (CCMA) released last night (12 Oct) the data for earth-moving machinery sales in Sep.
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Consumer - Holiday spending: modest momentum, resilient services
County-level destinations saw strong visitor growth and longer stays. Dining may have held up better than overall spending, while cinema and duty...
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