Important Noticemore |
What's in the Pack:
Automobile – China
Weekly: PV Sales Up 16% yoy Last Week, Beating Estimates
Traders’ Corner:
ASMPT (522 HK), Tencent Holdings (700 HK)
What's in the Pack:
IT Hardware – China
Import Substitution And Geopolitical Events As Key Focal Points For China Semis Going Forward
Traders’ Corner:
China Mobile Limited (941 HK), NIO Inc. (9866 HK)
What's in the Pack:
Market Strategy
2025 Year Ahead: De-risking And Decoupling
Traders’ Corner:
Great Wall Motor Company Limited (2333 HK), China Pacific Insurance (Group) Co., Ltd. (2601 HK)
What's in the Pack:
Alpha Picks: December Conviction Calls
Traders’ Corner:
Haidilao International Holding Ltd. (6862 HK), NetEase, Inc. (9999 HK)
What's in the Pack:
PMI
Manufacturing PMI Edges Up, NonManufacturing Still Under Pressure
Traders’ Corner:
Hang Seng Index, Hang Seng TECH Index
What's in the Pack:
Automobile – China
Weekly: Suppliers Pushing Back Against BYD’s Request For 10% Price Cut
Traders’ Corner:
Kerry Logistics Network Limited (636 HK), China Eastern Airlines Corporation Limited (670 HK)
What's in the Pack:
Healthcare – China
Striving For Growth In 2025
Traders’ Corner:
Meituan (3690 HK), Hansoh Pharmaceutical Group Company Limited (3692 HK)