- AAC Technologies - Expecting AI features to boost net profit
- Banks - Dividend spreads could drive share prices
- Property Management - Dividend growth upholds valuations
- Link REIT - Resilient operations
- Lenovo Group - AI PCs/servers to boost FY3/25-26F EPS
- Trip.com - Better-than-expected margin in 1Q24
- Tencent - Gross profit margin widened 7.1% in 1Q24
- Yum China - Resilient quarter despite a high base
- Property - Overall: Strong policies needed to rescue sector
- AIA Group - Returning to basics: Need VONB beats
- JD.com Inc -1Q24F results likely in line with our expectation
- Midland Holdings Ltd - Higher profitability from lower market friction
- Xiaomi Corporation - Xiaomi enters the EV space
- Meituan - Boosted by lower losses for new initiatives
- Xiaomi Corporation - Solid core business outlook; EV to debut
- Sunny Optical Technology - Strong handset components output in FY24
- China Strategy - Two sessions: Step up support to achieve a higher target
- Li Auto Inc - 4 EREV and 4 BEV models support growth
- Consumer - Overall: Encouraging Spring Festival consumption
- Alibaba Group - Investments to drive GMV growth
- BYD Co Ltd - Better product mix supports higher margins
- China Strategy 2024 outlook: Restoring confidence
- Tencent - Gaming: Large growth potential
- Property - Overall: More aggressive policy needed
- China Merchants Bank - Regional financial conference takeaways
- Consumer Staples - Overall: Services to drive consumption recovery
- Trip.com - Outbound travel expected to fully recover in FY24F
- Tencent - Strong ad growth likely to continue in 4Q23F
- Li Auto Inc - EREVs and BEVs drive EV sales in FY24F
- Li Ning Company - Feedback from Li Ning's investor conference call
- BYD Co Ltd - Strong EV deliveries to continue
- Kweichow Moutai - Continuing to deliver steady sales growth
- Sunny Optical Technology - 2H23F shipments recovery on track
- Consumer Staples - Double holiday boosted consumption
- Property - Overall: Sentiment still weak despite policy support
- China Strategy - Ride out of the bottom
- Consumer Staples - Overall
- Tencent: Tencent launches its AI model - Hunyuan
- Property - Overall: Strong sales response post policies
- BYD Co Ltd - 2H23F EV deliveries to remain strong
- Tencent - New game titles expected in 3Q23F
- Alibaba Group - Good execution post-restructuring
- Kweichow Moutai (600519 CH) - Direct operating stores boosted sales
- Consumer Staples - Consumption promotion measures to build confidence
- Property - Overall: Policy support is just around the corner
- China NEV Market: regaining strong growth momentum
- Sunny Optical Technology - Strong shipment increase likely in 2H23F
- Property - Regulators need to step in to rescue sector
- L.K. Technology Holdings Ltd - Moulding a bright future with Giga Press
- NIO Inc - Looking ahead: strong EV delivery in 2H23F
- Property - Policy supports in the pipeline
- Meituan - Back to high-growth trajectory
- Alibaba Group - Gaining users now the top priority
- Food & Beverages - More positive outlook for baijiu consumption
- Xiaomi Corporation - Smartphone sales likely bottomed in 1Q23
- Prudential PLC - When 106% NBP growth could get better
- AIA Group - Benchmarking MCV: Better than 2018?
- China NEV Market - fast growing but very competitive
- Ping An Insurance - Benefitting from the rise of the mass affluent
- Alibaba Group - Potential revaluation post restructuring
- Tencent - In the right mode to pursue growth
- Longfor Group - A disciplined Chinese developer
- JD.com Inc - Focusing on sustainable, high-quality growth
- Nio Inc. - Strong line-up of five new models in FY23F
- Alibaba Group - Focusing on high-quality growth
- China Banks - Upgrading sector on fading concerns
- AAC Technologies (2018.HK) - Resuming net profit growth in FY23F/24F
- Xiaomi Corporation - Smartphone sales set to recover in FY23F
- Consumer - Encouraging Lunar New Year consumption recovery
- Ping An Insurance (2318.HK) - Diversity delivers
- Alibaba Group (9988.HK) - Key steps for Ant Finance’s restructuring
- China NEV market - growing fast but competitive
- Ping An Insurance (2318.HK) - Concerns easing on multiple fronts
- Li Auto Inc (2015.HK) - EV deliveries to accelerate in FY23F
- China Internet Services - Normalised regulatory environment
- China Property - Heading to a better tomorrow
- Alibaba Group (9988.HK) - Better Cost Control Initiatives
- NIO Inc (9866.HK) - Competition will be the key challenge
- Technology (Internet Services) - Bottom fishing for e-commerce stocks
- Xiaomi Corporation (1810.HK) - Look forward to FY23F and beyond
- China Resources Beer (291.HK) - Penetrating the baijiu segment
- PICC Property & Casualty - A beneficiary of current conditions
- Technology (Handsets) - Sluggish spec upgrades and weak demand
- AIA Group (1299.HK)
- Chinese Food & Beverages Sector
- NIO Inc (9866.HK)