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bearish
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Macroeconomics
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23 Jul 2024 10:00
China Economics: Third Plenum Fails To Move The Dial Despite Growth Headwinds
Beijing refrained from using the Third Plenum as a pivot point for more forceful policy support, suggesting that sluggish growth will likely remain...
Manu Bhaskaran
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37 Views
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bearish
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Cross Asset Strategy
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23 Jul 2024 08:23
China: Does the Invitation to Private Enterprises for Public Projects Represent Major Policy Shift?
The Third Plenum of the Chinese Communist Party focuses on supporting small-scale private enterprises in major national technology projects,...
Alex Ng
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bullish
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China MeiDong Auto
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23 Jul 2024 07:08
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Broker
Meidong Auto (1268 HK) - We Expect 1H24 to Be Still Profitable
Maintain BUY. Despite strong headwinds that dealers faced, we still project Meidong’s 1H24 net profit to be positive with subsidies from Porsche...
CMB International
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46 Views
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bullish
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Sunny Optical Technology Group
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23 Jul 2024 06:56
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Broker
Sunny Optical (2382 HK) - Positive Profit Alert Alleviates GPM Concerns; Upgrade to BUY
We revised up our FY24-25E EPS by 46-82% to reflect stronger GPM, iPhone share gain (18%/25% in 2024/25E, vs 15% in 2023), iPhone order wins (front...
CMB International
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40 Views
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bullish
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Jiumaojiu
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23 Jul 2024 06:54
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Broker
Jiumaojiu (9922 HK) - We See Risks in 2H24E After the Miss in 2Q24
With risks to linger in the near future (SSSG drop may sustain and store expansion may also slow down, etc.), plus the fairly high valuation (23x...
CMB International
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