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日期
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分類
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名稱
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2018/11/15
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Results Review
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RHB | Hong Kong | Tencent - Strong Ads But Outlook For Online Games Clouded
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2018/11/14
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Sector Update
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RHB | Hong Kong | China Property Sector - Ground Checks: Positive Takeaways From GBA Visit
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2018/11/13
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Company Update
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RHB | Hong Kong | Kingsoft - Smaller-Than-Expected 3Q18 Losses; Worst is Over
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2018/11/09
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Company Update
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Geely (175 HK, BUY, TP: HKD23.98) - TP Cut On Slower Sales, Maintain BUY
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2018/11/08
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Company Update
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Tencent (700 HK, BUY, TP: HKD 390) - Preview: Online Games’ Headwinds Remain; Keep BUY
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2018/10/31
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Results Review
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CRG (390 HK, BUY, TP: HKD7.97) - Stable 3Q18 Results; BUY
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2018/10/30
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Company Update
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Sunac China (1918 HK, BUY, TP: HKD32.10) - Positive Transaction
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2018/10/29
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Company Update
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GWM (2333 HK, SELL, TP: HKD 3.70) : Weak Performance May Continue
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2018/10/24
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Company Update
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Kingsoft (3888 HK, BUY, TP: HKD 24.73) - Margin Pressures Persist But Long-Term Positive; BUY
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2018/10/23
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Regional Outlook
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Hong Kong Strategy - HSI 3Q Rebalance Preview: Another Consumer Stock?
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2018/10/16
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Sector Update
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Auto Sector: Weakness Continues Into 4Q18
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2018/08/24
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Results Review
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China Overseas Land & Investment (688 HK), Buy (Maintained), TP: HKD32.40 (from HKD36.60) - Momentum To Pick Up In FY19
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2018/08/23
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Results Review
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China Overseas Grand Oceans Group (81 HK), Neutral (from Sell), TP: HKD2.60 (from HKD2.30) - Upgrade to NEUTRAL on Margin Recovery
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2018/08/23
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Results Review
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Chinasoft International (354 HK), Buy (Maintained), TP: HKD7.77 (Maintained) - Margin Improvement To Continue
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2018/08/23
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Results Review
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Longfor Properties (960 HK), Buy (Maintained), TP: HKD26.70 (from HKD26.30) - Our Favourite Long-Term Call
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2018/08/23
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Results Review
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Geely Automobile Holdings (175 HK), Buy (Maintained), TP: HKD29.00 (Maintained) - Good As Always; BUY
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2018/08/22
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Results Review
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China Resources Land (1109 HK), TP: HKD33.00 (from HKD31.50) - A Counter-Cyclical Developer
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2018/08/22
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Results Review
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Country Garden Holdings Co (2007 HK), Buy (Maintained), TP: HKD23.00 (from HKD22.00) - Re-Accumulate Opportunity In Blue-Chip Developer
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2018/08/22
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Results Review
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Kingsoft (3888 HK), Buy (Maintained), TP: HKD27.25 (from HKD32.50) - Undervalued, Though Online Game Headwinds Persist
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2018/08/17
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Results Review
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Kingdee (268 HK), Buy (Maintained), TP: HKD11.40 (from HKD12.70) - Still Our Top Pick
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2018/08/16
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Results Review
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CIFI Holdings Group (884 HK), Buy (Maintained), TP: HKD7.90 (from HKD7.80) - Secular Growth Remains Undimmed
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2018/08/16
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Results Review
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Tencent (700 HK), Buy (Maintained), TP: HKD450 (from HKD527) - Short-Term Headwinds But Key Strengths Remain
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2018/08/14
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Company Update
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Kingdee (268 HK), Buy (Maintained), TP: HKD12.17 (HKD10.63) - Heading To a New Era Of Enterprise Services
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2018/08/14
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Corporate News Flash
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Kingsoft (3888 HK), Buy (Maintained), TP: HKD32.52 (Under Review) - Profit Warning
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2018/08/09
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Sector Update
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China Property Sector, Overweight (Maintained) - Contracted Sales Remain Upbeat
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2018/08/03
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Sector Update
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China Property Sector, Overweight (Maintained) - 1H18 Preview – Earnings Set To Beat
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2018/08/01
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Sector Update
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China Software & Services Sector, Overweight - 1H18 Preview: Solid Growth In General
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2018/07/27
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Corporate News Flash
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Tencent (700 HK), Buy (Maintained), TP: HKD529 (Maintained) - 2Q Preview: Short-term Pressure From Online Games
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2018/07/25
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Corporate News Flash
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China Merchants Bank (3968 HK), Buy (Maintained), TP: HKD37.50 (Maintained) - Earnings Momentum Stays Intact
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2018/07/25
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Sector Update
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Infrastructure Sector - At a Turning Point
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2018/07/23
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Sector News Flash
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China Bank Sector, Overweight (Maintained) - Softened Regulation To Lift Credit Support
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2018/07/23
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Company Update
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BYD Co Ltd (1211 HK), Neutral (Maintained), TP: 49.20 (from HKD57.90) - Competitive Position; Suffers From Subsidy Cut
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2018/07/23
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Corporate News Flash
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Sunac China (1918 HK), Neutral (Maintained), TP: HKD31.00 (Under Review) - Positive Profit Alert In Line With Expectation
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2018/07/17
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Company Visit Note
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Kingsoft (3888 HK), Buy (Maintained), TP: HKD32.52 (Maintained) - Outlook Sturdy Despite Short-Term Pressures
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2018/07/16
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Sector News Flash
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China Bank Sector, Overweight (Maintained) - Deleveraging Pace To Moderate
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2018/07/12
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Company Update
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Geely Automobile Holdings (175 HK), Buy (Maintained), TP: 29 (Maintained) - Earnings Surprise Again
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2018/07/10
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Corporate News Flash
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Geely Automobile Holdings (175 HK), Buy (Maintained), TP: HKD29.00 (Maintained) - Strong 1H18 From June Sales
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2018/07/05
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Corporate News Flash
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China Railway Group (390 HK), Buy (Maintained), TP: HKD7.68 (Maintained) - NDR Takeaways
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2018/07/03
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Results Review
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China South City (1668 HK), Buy (Maintained), TP: HKD2.40 (from HKD2.20) - Reigniting Growth Engine
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2018/06/29
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Strategy
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Hong Kong Strategy - Volatility To Persist
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2018/06/29
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Corporate News Flash
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China South City (1668 HK), Buy (Maintained), TP: HKD2.20 (Maintained) - Results Beat
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2018/06/26
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Corporate News Flash
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VST Holdings (856 HK), Buy (Maintained), TP: HKD5.64 (Maintained) - Solid Business Outlook With Low Valuation
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2018/06/25
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Sector News Flash
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China Bank Sector, Overweight (Maintained) - RRR Cut To Promote Deleveraging
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2018/06/22
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Corporate News Flash
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China CITIC Bank (998 HK), Buy (Maintained), TP: HKD6.50 (Maintained) - Retail Transformation To Bear Fruit
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2018/06/19
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Company Visit Note
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Chinasoft International (354 HK), Buy (Maintained), TP: HKD7.77 (Maintained) - Enhancing Smart Manufacturing Solutions
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2018/06/13
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Sector News Flash
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China Bank Sector, Overweight (Maintained) - Slowing Credit Growth Implies Further Easing
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2018/06/12
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Sector Update
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China Property Sector, Overweight (Maintained) - Sales Likely To Stay Resilient
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2018/06/11
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Regional Thematic Report
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Regional Thematic Report - Finding Diamonds In The Rough - Our Best Investment Ideas
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2018/06/07
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Corporate News Flash
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Geely Automobile Holdings (175 HK), Buy (Maintained), TP: HKD29 (Maintained) - Another Month Of Robust Sales
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2018/06/06
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Results Preview
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China South City (1668 HK), Buy (Maintained), TP: HKD2.20 (Maintained) - Catalysts To Drive Share Price
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2018/06/05
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Sector Update
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China Bank Sector, Overweight (Maintained) - RRR Cut Around The Corner?
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2018/06/04
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Regional Daily
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Regional Morning Matters 06.04.2018
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2018/06/04
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Company Update
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NetDragon (777 HK), Neutral (Maintained), TP: HKD21.90 (from HKD23.16) - China Education Facing Challenges; Others On Track
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2018/05/31
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Regional Daily
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Regional Morning Matters 05.31.2018
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2018/05/31
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Sector Update
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China Bank Sector, Overweight (Maintained) - Modest Impact From Yield Spike
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2018/05/30
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Regional Daily
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Regional Morning Matters 05.30.2018
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2018/05/28
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Regional Daily
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Regional Morning Matters 05.28.2018
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2018/05/28
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Sector News Flash
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China Bank Sector, Overweight (Maintained) - Limited Impact From Liquidity Risk Measures
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2018/05/28
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Regional Thematic Report
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Regional Thematic Report - Against The Grain: Our Contrarian Calls
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2018/05/25
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Regional Daily
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Regional Morning Matters 05.25.2018
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2018/05/25
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Company Update
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China State Construction (3311 HK), Buy (Maintained), TP: HKD13.20 (Maintained) - Reverse Roadshow Takeaways
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2018/05/24
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Regional Daily
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Regional Morning Matters 05.24.2018
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2018/05/24
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Results Preview
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Kingsoft (3888 HK), Buy (Maintained), TP: HKD32.5 (from HKD34.2) - New Games To Boost Visibility
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2018/05/23
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Regional Daily
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Regional Morning Matters 05.23.2018
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2018/05/23
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Company Visit Note
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Agile Group Holdings (3383 HK), Buy (Maintained), TP: HKD20.00 (Maintained) - Momentum Remains Solid
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2018/05/22
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Regional Daily
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Regional Morning Matters 05.22.2018
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2018/05/21
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Regional Daily
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Regional Morning Matters 05.21.2018
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2018/05/18
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Regional Daily
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Regional Morning Matters 05.18.2018
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2018/05/18
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Strategy
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Hong Kong Strategy - Fair Valuations Awaiting Turnaround Catalysts
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2018/05/17
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Regional Daily
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Regional Morning Matters 05.17.2018
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2018/05/17
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Results Review
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Tencent (700 HK), Buy (Maintained), TP: HKD529 (from HKD540) - Good Start To a Solid Year
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2018/05/16
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Regional Daily
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Regional Morning Matters 05.16.2018
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2018/05/16
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Corporate News Flash
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Kingsoft (3888 HK), Buy (Maintained), TP: HKD34.20 (Maintained) - Margin Pressure Before New Game Launches
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2018/05/15
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Regional Daily
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Regional Morning Matters 05.15.2018
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2018/05/15
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Sector Update
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China Property Sector, Overweight (Maintained) - Still Upbeat Despite Near-Term Sideways Trend
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2018/05/14
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Regional Daily
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Regional Morning Matters 05.14.2018
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2018/05/14
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Sector News Flash
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China Auto & Auto parts Sector, Neutral (Maintained) - Strong April Sales
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2018/05/14
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Sector News Flash
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China Bank Sector, Overweight (Maintained) - Improving Credit Growth Structure
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2018/05/11
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Regional Daily
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Regional Morning Matters 05.11.2018
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2018/05/11
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Corporate News Flash
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Tencent (700 HK), Buy (Maintained), TP: HKD540 (Maintained) - Strong Mobile Game And Advertising Revenue In 1Q18
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2018/05/10
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Sector Update
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China Bank Sector, Overweight (Maintained) - Position For High-Yields
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2018/05/10
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Regional Daily
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Regional Morning Matters 05.11.2018
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2018/05/08
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Regional Daily
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Regional Morning Matters 05.08.2018
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2018/05/07
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Regional Daily
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Regional Morning Matters 05.07.2018
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2018/05/07
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Corporate News Flash
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Kingdee (268 HK), Buy (Maintained), TP: HKD10.63 (Maintained) - Next Generation Of Cloud ERP Is Almost Ready
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2018/05/04
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Regional Daily
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Regional Morning Matters 05.04.2018
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2018/05/04
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Sector Update
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China Auto & Autoparts Sector, Neutral - EVs And Luxury Models Leading The Trend
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2018/05/03
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Regional Daily
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Regional Morning Matters 05.03.2018
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2018/05/03
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Company Visit Note
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Greentown China (3900 HK), Sell (Maintained), TP: HKD7.10 (Maintained) - Still Awaiting a Recovery
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2018/05/02
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Regional Daily
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Regional Morning Matters 05.02.2018
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2018/05/02
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Company Visit Note
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Sun Art Retail Group (6808 HK), NR - Meeting Takeaways
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2018/04/30
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Regional Daily
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Regional Morning Matters 04.30.2018
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2018/04/30
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Sector News Flash
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China Bank Sector, Overweight (Maintained) - New Asset Management Rules Offer a Smooth Transition
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2018/04/30
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Sector Update
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China Bank Sector, Overweight (Maintained) - 1Q18 Results Wrap – Winners Are Still Winning
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2018/04/30
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Corporate News Flash
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BYD Co Ltd (1211 HK), Neutral (Maintained), TP: HKD57.90 (Maintained) - Weak 1Q18, But Temporary
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2018/04/27
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Regional Daily
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Regional Morning Matters 04.27.2018
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2018/04/27
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Regional Daily
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Regional Morning Matters 04.26.2018
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2018/04/27
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Results Review
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China Construction Bank (939 HK), Buy (Maintained), TP: HKD10.30 (Maintained) - Stable Earnings Recovery
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2018/04/27
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Results Review
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China Overseas Land & Investment (688 HK), Buy (Maintained), TP: HKD36.60 (Maintained) - No Major Surprises From 1Q18 results
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2018/04/27
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Results Review
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China CITIC Bank (998 HK), Buy (from Neutral), TP: HKD6.50 (from HKD6.20) - Looking For Turnaround
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2018/04/26
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Corporate News Flash
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Geely Automobile Holdings (175 HK), Buy (Maintained), TP:HKD29 (Maintained) - Key Takeaways From Geely’s NDR
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2018/04/25
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Regional Daily
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Regional Morning Matters 04.25.2018
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2018/04/24
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Regional Daily
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Regional Morning Matters 04.24.2018
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2018/04/23
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Regional Daily
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Regional Morning Matters 04.23.2018
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2018/04/20
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Regional Daily
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Regional Morning Matters 04.20.2018
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2018/04/20
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Sector Update
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China Property Sector, Overweight (Maintained) - Investment Merits Remain Intact
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2018/04/19
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Regional Daily
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Regional Morning Matters 04.19.2018
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2018/04/19
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Corporate News Flash
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Sinosoft (1297 HK), Buy (Maintained), TP: HKD3.56 (Maintained) - Good Progress Thus Far
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2018/04/18
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Regional Daily
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Regional Morning Matters 04.18.2018
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2018/04/18
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Company Visit Note
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Shimao Property Holdings (813 HK), Buy (Maintained), TP: HKD30.0 (Maintained) - Key Takeaways From Meeting
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2018/04/18
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Sector News Flash
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China Bank Sector, Overweight (Maintained) - RRR Cut Positive For Margin And Credit Growth
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2018/04/18
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Corporate News Flash
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China State Construction (3311 HK), Buy (Maintained), TP: HK13.50 (Maintained) - Opportunities Ahead
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2018/04/17
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Regional Daily
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Regional Morning Matters 04.17.2018
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2018/04/17
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Company Update
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CRRC Corp (1766 HK), Neutral (Maintained), TP: HKD7.02 (from HKD6.70) - Positive Signs, But Still Slow
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2018/04/16
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Regional Daily
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Regional Morning Matters 04.16.2018
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2018/04/16
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Sector News Flash
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China Bank Sector, Overweight (Maintained) - Tighter Credit Conditions Amid Financial Deleveraging
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2018/04/16
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Company Update
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China Railway Construction (1186 HK), Buy (Maintained), TP: HKD11.10 (from HKD12.80) - Stable Growth In 2018
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2018/04/13
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Sector Update
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China Auto & Auto parts Sector (Neutral) - Impact Of Tariff Cuts On Luxury Auto Makers
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2018/04/12
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Regional Daily
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Regional Morning Matters 04.12.2018
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2018/04/12
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Company Update
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Kingdee (268 HK), Buy (Maintained), TP: HKD10.63 (from HKD4.92) - Leader In China’s SaaS Market
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2018/04/11
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Regional Daily
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Regional Morning Matters 04.11.2018
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2018/04/11
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Company Update
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China Communications Construction (1800 HK), Buy (Maintained), TP: HKD11.70 (from HKD12.70) - Undemanding Valuation Awaiting Catalysts
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2018/04/10
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Regional Daily
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Regional Morning Matters 04.10.2018
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2018/04/10
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Company Update
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China Railway Group (390 HK), Buy (Maintained), TP: HKD7.68 (from HKD8.08) - Continued Stable Earnings Growth In 2018
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2018/04/10
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Sector News Flash
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Auto & Autoparts Sector, Neutral (Maintained) - Winners And Losers From Boao Forum Speech
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2018/04/09
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Regional Daily
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Regional Morning Matters 04.09.2018
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2018/04/06
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Regional Daily
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Regional Morning Matters 04.06.2018
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2018/04/06
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Results Review
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Digital China (861 HK), Neutral (Maintained), TP: HKD4.28 (from HKD4.47) - Still Some Uncertainties
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2018/04/04
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Regional Daily
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Regional Morning Matters 04.04.2018
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2018/04/03
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Results Review
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Sunac China (1918 HK), Neutral (Maintained), TP: HKD31 (from HKD27.90) - Fundamentals Improve, Overhangs Remain
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2018/04/03
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Results Review
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Greentown China (3900 HK), Sell (Maintained), TP: HKD7.10 (from HKD6.80) - Sluggish Outlook
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2018/04/03
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Corporate News Flash
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China Communications Construction (1800 HK), Buy, TP: HKD12.70 (Both Under Review) - Earnings In Line With Expectations
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2018/04/03
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Results Review
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Bank of China (3988 HK), Buy (Maintained), TP: HKD5.90 (Maintained) - Multiple Forces To Steer Growth
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2018/04/03
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Corporate News Flash
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China Railway Group (390 HK), Buy, TP: HKD8.08 (Both Under Review) - Strong Earnings Beat
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2018/04/03
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Corporate News Flash
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China Railway Construction (1186 HK), Buy, TP: HKD12.80 (Both Under Review) - Earnings Beat Expectation
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2018/04/03
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Regional Daily
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Regional Morning Matters 04.03.2018
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2018/04/02
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Regional Daily
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Regional Morning Matters 04.02.2018
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2018/03/30
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Results Review
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BYD Co Ltd (1211 HK), Neutral (Maintained), TP: HKD57.90 (from HKD78.70) - Waiting For Earnings Improvements In 2H18
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2018/03/29
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Results Review
|
China Everbright Bank (6818 HK), Neutral (Maintained), TP: HKD4.00 (from HKD3.80) - A Mixed Bag
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2018/03/29
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Results Review
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China Mengniu Dairy (2319 HK), Neutral (from Buy), TP: HKD26.30 (Maintained) - Margin Gambit Accepted
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2018/03/29
|
Results Review
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Sinosoft (1297 HK), Buy (Maintained), TP: HKD3.56 (from HKD3.70) - Solid Outlook Yet Low Valuation
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2018/03/29
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Corporate News Flash
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Digital China (861 HK), Neutral (Maintained), TP: HKD4.47 (Maintained) - High Expenditure During Investment Phase
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2018/03/29
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Regional Daily
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Regional Morning Matters 03.29.2018
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2018/03/28
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Regional Daily
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Regional Morning Matters 03.28.2018
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2018/03/28
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Results Review
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China Construction Bank (939 HK), Buy (Maintained), TP: HKD10.30 (Maintained) - Resilient Asset Quality With Solid Capital Position
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2018/03/28
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Results Review
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AAC Technologies (2018 HK), Buy (Maintained), TP: HKD197 (from HKD200) - Multiple Growth Drivers, Optics Ramping Up Fast
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2018/03/28
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Results Review
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Shimao Property Holdings (813 HK), Buy (Maintained), TP: HKD30 (from HKD18.60) - Accelerating Momentum
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2018/03/28
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Results Review
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Industrial & Commercial Bank of China (1398 HK), Buy (Maintained), TP: HKD8.50 (Maintained) - Faster-Than-Peers Margin Expansion
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2018/03/28
|
Corporate News Flash
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BYD Co Ltd (1211 HK), Neutral, TP: HKD78.70 (Both Under Review) - In Line With Preliminary Results
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2018/03/28
|
Results Review
|
China OVerseas Grand Oceans Group (81 HK), Sell (Maintained), TP: HKD2.30 (from HKD2.50) - Results Miss, Lack Of Turnaround Clarity
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|
2018/03/28
|
Results Review
|
Chinasoft International (354 HK), Buy (Maintained), TP: HKD7.77 (from HKD6.77) - New Businesses To Drive Future Growth
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2018/03/27
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Regional Daily
|
Regional Morning Matters 03.27.2018
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2018/03/27
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Results Review
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Agricultural Bank of China (1288 HK), Buy (Maintained), TP: HKD5.80 (Maintained) - In a Good Position For The Rising Rate Environment
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2018/03/27
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Results Review
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China Overseas Land & Investment (688 HK), Buy (Maintained), TP: HKD36.60 (from HKD3.210) - Steady Growth Story Remains Intact
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2018/03/27
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Results Review
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China Evergrande Group (3333 HK), Buy (from Neutral), TP: HKD31.70 (from HKD30.50) - Upgrade to BUY, Time To Revisit The Counter
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2018/03/27
|
Results Review
|
KWG Property Holding (1813 HK), Neutral (from Buy), TP: HKD10.00 (from HKD8.80) - Downgrade To Neutral Despite Bullish Sales Target
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2018/03/27
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Corporate News Flash
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Chinasoft International (354 HK), Buy (Maintained), TP: HKD6.77 (Maintained) - Another Strong Set Of Results
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2018/03/27
|
Corporate News Flash
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Sinosoft (1297 HK), Buy (Maintained), TP: HKD3.70 (Maintained) - Solid FY17 Results
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2018/03/27
|
Results Review
|
Great Wall Motor Co (2333 HK), Sell (Maintained), TP: HKD6.00 (from HKD6.50) - Stuck In The Slow Lane
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2018/03/27
|
Corporate News Flash
|
AAC Technologies (2018 HK), Buy, TP: HKD200 (Under Review) - Optics Keep Ramping Up Rapidly
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2018/03/26
|
Regional Daily
|
Regional Morning Matters 03.26.2018
|
|
2018/03/26
|
Results Review
|
China Merchants Bank (3968 HK), Buy (from Neutral), TP: HKD37.50 (Maintained) - An All-Round Improvement
|
|
2018/03/26
|
Corporate News Flash
|
Great Wall Motor Co (2333 HK), Sell , TP: HKD6.50 (Both Under Review) - 4Q17 Margin Improvement Was At Expense Of Sales
|
|
2018/03/26
|
Results Review
|
Longfor Properties (960 HK), Buy (Maintained), TP: HKD26.30 (from HKD23.00) - Balanced Growth Story Remains Intact
|
|
2018/03/26
|
Corporate News Flash
|
KWG Property Holding (1813 HK), Buy, TP: HKD8.80 (Under Review) - FY17 Results Miss, Bullish FY18F Sales Target
|
|
2018/03/26
|
Corporate News Flash
|
China Overseas Land & Investment (688 HK), Buy, TP: HKD32.10 (Under Review) - Still China’s Most Profitable Developer
|
|
2018/03/23
|
Regional Daily
|
Regional Morning Matters 03.23.2018
|
|
2018/03/23
|
Results Review
|
China Mobile (941 HK), Buy (Maintained), TP: HKD100 (from HKD110) - Healthy Growth, Declining Capex And Rising Dividend
|
|
2018/03/23
|
Results Review
|
Li Ning Co (2331 HK), Sell (Maintained), TP: HKD5.90 (from HKD5.20) - Windfall From Deferred Tax Assets Utilisation
|
|
2018/03/23
|
Results Review
|
NetDragon (777 HK), Neutral (Maintained), TP: HKD23.16 (from HKD26.81) - A Mixed Outlook
|
|
2018/03/23
|
Corporate News Flash
|
Longfor Properties (960 HK), Buy (Maintained), TP: HKD23 (Under Review) - Results In Line, a Positive Dividend Surprise
|
|
2018/03/22
|
Regional Daily
|
Regional Morning Matters 03.22.2018
|
|
2018/03/22
|
Results Review
|
Tencent (700 HK), Buy (Maintained), TP: HKD540 (from HKD480) - More Investment To Fuel Future Growth
|
|
2018/03/22
|
Results Review
|
Kingsoft (3888 HK), Buy (Maintained), TP: HKD34.20 (from HKD33.35) - Multiple Catalysts In 2018
|
|
2018/03/22
|
Results Review
|
Agile Group Holdings (3383 HK), Buy (Maintained), TP: HKD20.00 (from HKD18.00) - A Solid Dividend Play
|
|
2018/03/22
|
Results Review
|
Geely Automobiles Holdings (175 HK), Buy (Maintained), TP: HKD29.00 (from HKD32.10) - Continuous Strong Growth Market Cap
|
|
2018/03/22
|
Corporate News Flash
|
China Mobile (941 HK), Buy (Maintained), TP: HKD110 (Under Review) - Results In Line, Healthy Growth With a Higher Payout
|
|
2018/03/21
|
Regional Daily
|
Regional Morning Matters 03.21.2018
|
|
2018/03/21
|
Results Review
|
China Resources Land (1109 HK), Buy (Maintained), TP: HKD31.50 (from HKD27.50) - Broad-Based Growth Story Remains Intact
|
|
2018/03/21
|
Results Review
|
Sunny Optical (2382 HK), Buy (Maintained), TP: HKD175 (from HKD144) - Plenty Of Potential And Upside Ahead
|
|
2018/03/21
|
Results Review
|
Tongda Group (698 HK), Buy (Maintained), TP: HKD2.30 (from HKD2.40) - Growth Momentum To Improve Going Forward
|
|
2018/03/21
|
Results Review
|
Country Garden Holdings Co (2007 HK), Buy (Maintained), TP: HKD22.00 (from HKD20.00) - The Undisputed Leader
|
|
2018/03/21
|
Results Review
|
VST Holdings (856 HK), Buy (Maintained), TP: HKD5.64 (from HKD5.61) - Focusing On Higher Margin Businesses
|
|
2018/03/21
|
Corporate News Flash
|
Geely Automobiles Holdings (175 HK), Buy, TP: HKD32.10 (Both Under Review) - 2017 Earnings In Line
|
|
2018/03/20
|
Regional Daily
|
Regional Morning Matters 03.20.2018
|
|
2018/03/20
|
Corporate News Flash
|
Sunny Optical (2382 HK), Buy (Maintained), TP: HKD144 (Under Review) - Earnings Beat On Better GPM
|
|
2018/03/20
|
Corporate News Flash
|
Tongda Group (698 HK), Buy (Maintained), TP: HKD2.40 (Under Review) - Earnings Miss On Weaker-Than-Expected Revenue
|
|
2018/03/20
|
Corporate News Flash
|
China Resources Land (1109 HK), Buy (Maintained), TP: HKD27.50 (Under Review) - Results Beat On Upbeat Profitability
|
|
2018/03/19
|
Regional Daily
|
Regional Morning Matters 03.19.2018
|
|
2018/03/19
|
Results Review
|
China State Construction (3311 HK), Buy (Maintained), TP: HKD13.50 (from HKD13.90) - Recovery Ahead
|
|
2018/03/16
|
Regional Daily
|
Regional Morning Matters 03.16.2018
|
|
2018/03/16
|
Results Review
|
China Unicom (762 HK), Buy (Maintained), TP: HKD13.00 (from HKD13.50) - Profitability Ramping Up With Good Capex Discipline
|
|
2018/03/16
|
Corporate News Flash
|
Skyworth Digital (751 HK), Buy (Maintained), TP: HKD4.80 (Maintained) - Coocaa’s Valuation Jumps Rapidly
|
|
2018/03/16
|
Corporate News Flash
|
China State Construction (3311 HK), Buy, TP: HKD13.90 (Both Under Review) - 2H17 Results Missed Expectations
|
|
2018/03/15
|
Regional Daily
|
Regional Morning Matters 03.14.2018
|
|
2018/03/15
|
Regional Daily
|
Regional Morning Matters 03.15.2018
|
|
2018/03/15
|
Corporate News Flash
|
Techtronic Industries (669 HK), Buy (Maintained), TP: HKD52.00 (Under Review) - Revenue Growth Accelerating
|
|
2018/03/15
|
Results Review
|
Techtronic Industries (669 HK), Buy (Maintained), TP: HKD53.50 (from HKD52.00) - Strong And Sustainable Growth Ahead
|
|
2018/03/15
|
Results Review
|
CIFI Holdings Group (884 HK), Buy (Maintained), TP: HKD7.80 (from HKD5.00) - Visible Growth Outlook, Still Our Top Pick
|
|
2018/03/13
|
Regional Daily
|
Regional Morning Matters 03.13.2018
|
|
2018/03/13
|
Company Update
|
Agile Group Holdings (3383 HK), Buy (Maintained), TP: HKD18.00 (from HKD14.10) - Signs To Drive a Re-Rating
|
|
2018/03/13
|
Corporate News Flash
|
Agricultural Bank of China (1288 HK), Buy (Maintained), TP: HKD5.80 (Maintained) - A-Share Placement To Ease Capital Overhang
|
|
2018/03/12
|
Sector News Flash
|
China Bank Sector, Overweight (Maintained) - Ongoing Risk Campaign To Curb Off-BS Growth
|
|
2018/03/12
|
Sector News Flash
|
China Auto & Auto parts Sector, Overweight (from Underweight) - Good February Auto Sales
|
|
2018/03/12
|
Regional Daily
|
Regional Morning Matters 03.12.2018
|
|
2018/03/09
|
Regional Daily
|
Regional Morning Matters 03.09.2018
|
|
2018/03/09
|
Regional Thematic Report
|
Regional Thematic Report - Finding Diamonds In The Rough - Our Best Investment Ideas
|
|
2018/03/09
|
Company Update
|
Chinasoft International (354 HK), Buy (Maintained), TP: HKD6.77 (from HKD5.92) - Making Progress On All Fronts
|
|
2018/03/08
|
Regional Daily
|
Regional Morning Matters 03.08.2018
|
|
2018/03/07
|
Regional Daily
|
Regional Morning Matters 03.07.2018
|
|
2018/03/07
|
Sector News Flash
|
China Bank Sector, Overweight (Maintained) - Differentiated Provisions To Benefit Quality Big Banks
|
|
2018/03/07
|
Company Update
|
Sunac China (1918 HK), Neutral (from Sell), TP: HKD27.90 (from HKD14.10) - Upgrade To Neutral On Improved Earnings Outlook
|
|
2018/03/06
|
Regional Daily
|
Regional Morning Matters 03.06.2018
|
|
2018/03/06
|
Strategy
|
Hong Kong Strategy - Reaffirming Moderation In Growth
|
|
2018/03/06
|
Sector News Flash
|
Telecommunications Sector, Overweight (Maintained) - Overreaction To Policy Headwinds
|
|
2018/03/05
|
Regional Daily
|
Regional Morning Matters 03.05.2018
|
|
2018/03/02
|
Regional Daily
|
Regional Morning Matters 03.02.2018
|
|
2018/03/02
|
Corporate News Flash
|
China Unicom (762 HK), Buy (Maintained), TP: HKD13.50 (Maintained) - Profitability Rebounding Strongly Despite a Miss
|
|
2018/03/01
|
Company Update
|
BYD Co Ltd (1211 HK), Neutral (Maintained), TP: HKD78.70 (from HKD69.40) - Better 2018, But Uncertainties Ahead
|
|
2018/02/28
|
Regional Daily
|
Regional Morning Matters 02.28.2018
|
|
2018/02/28
|
Results Review
|
ANTA Sports (2020 HK), Buy (Maintained), TP: HKD44.00 (Maintained) - Pivoting To Become An Aspirational Brand
|
|
2018/02/27
|
Regional Daily
|
Regional Morning Matters 02.27.2018
|
|
2018/02/27
|
Corporate News Flash
|
BYD Co Ltd (1211 HK), Neutral (Under Review), TP: HKD69.40 (Under Review) - 2017 Earnings Miss But Recovery Expected In 2018
|
|
2018/02/27
|
Results Review
|
ANTA Sports (2020 HK), Buy (Maintained), TP: HKD44.00 (Under Review) - Massive 4Q Sales Growth Likely Driven By Promotions
|
|
2018/02/26
|
Regional Daily
|
Regional Morning Matters 02.26.2018
|
|
2018/02/26
|
Corporate News Flash
|
Great Wall Motor Co (2333 HK), Sell (Maintained), TP: HKD6.50 (Maintained) - Strategic Bond With BMW In MINI JV
|
|
2018/02/26
|
Sector Update
|
China Bank Sector, Overweight (Maintained) - Turnaround For Smaller Banks?
|
|
2018/02/26
|
Corporate News Flash
|
Geely Automobile Holdings (175 HK), Buy (Maintained), TP: HKD32.10 (Maintained) - Parent’s Purchase Of Stake In Daimler Is Positive
|
|
2018/02/23
|
Regional Daily
|
Regional Morning Matters 02.23.2018
|
|
2018/02/22
|
Regional Daily
|
Regional Morning Matters 02.22.2018
|
|
2018/02/21
|
Regional Daily
|
Regional Morning Matters 02.21.2018
|
|
2018/02/21
|
Corporate News Flash
|
Techtronic Industries (669 HK), Buy (Maintained), TP: HKD52.00 (Maintained) - Solid Guidance From Home Depot For 2018
|
|
2018/02/20
|
Regional Daily
|
Regional Morning Matters 02.20.2018
|
|
2018/02/15
|
Regional Daily
|
Regional Morning Matters 02.15.2018
|
|
2018/02/14
|
Regional Daily
|
Regional Morning Matters 02.14.2018
|
|
2018/02/14
|
Results Preview
|
China Mengniu Dairy (2319 HK), Buy (Maintained), TP: HKD26.30 (from HKD23.00) - Losses From Associates To Bottom Out After FY17
|
|
2018/02/14
|
Corporate News Flash
|
Country Garden Holdings Co (2007 HK), Buy (Maintained), TP: HKD19.60 (Maintained) - Positive Profit Alert, Among The Top Picks
|
|
2018/02/14
|
Sector News Flash
|
China Auto & Auto parts Sector (Neutral) - MoF Announces EV Subsidy Policy
|
|
2018/02/13
|
Regional Daily
|
Regional Morning Matters 02.13.2018
|
|
2018/02/13
|
Sector News Flash
|
China Bank Sector, Overweight (Maintained) - Strong Loan Growth On Shadow Banking Crackdown
|
|
2018/02/13
|
Corporate News Flash
|
Sunny Optical (2382 HK), Buy (Maintained), TP: HKD144.00 (Maintained) - Positive Profit Alert Points To Better Margins
|
|
2018/02/12
|
Regional Daily
|
Regional Morning Matters 02.12.2018
|
|
2018/02/12
|
Sector Update
|
China Banks Sector, Overweight (Maintained) - FY17 Results Preview
|
|
2018/02/12
|
Company Update
|
Agricultural Bank of China (1288 HK), Buy (Maintained), TP: HKD5.80 (from HKD4.70) - Healthy Credit Growth On a Liquid Balance Sheet
|
|
2018/02/12
|
Company Update
|
Bank of China (3988 HK), Buy (Maintained), TP: HKD5.90 (from HKD5.20) - Embrace The Globalisation Process
|
|
2018/02/12
|
Company Update
|
China Construction Bank (939 HK), Buy (Maintained), TP: HKD10.30 (from HKD8.60) - Earnings Recovery On Track
|
|
2018/02/12
|
Company Update
|
Industrial & Commercial Bank of China (1398 HK), Buy (Maintained), TP: HKD8.50 (from HKD7.00) - LLC Overhang To Be Removed
|
|
2018/02/09
|
Regional Daily
|
Regional Morning Matters 02.09.2018
|
|
2018/02/09
|
Results Review
|
H&H International Holdings (1112 HK), Neutral (from Sell), TP: HKD45.50 (from HKD28.00) - Robust Sales, But Future Margins Remain Key
|
|
2018/02/08
|
Regional Daily
|
Regional Morning Matters 02.08.2018
|
|
2018/02/08
|
Corporate News Flash
|
Great Wall Motor Co (2333 HK), Sell (Maintained), TP: HKD6.50 (Maintained) - Pressure Ahead Despite Good January Sales
|
|
2018/02/08
|
Corporate News Flash
|
BYD Co Ltd (1211 HK), Neutral (Maintained), TP: HKD69.40 (Maintained) - Strong Jan 2018 Sales
|
|
2018/02/07
|
Regional Daily
|
Regional Morning Matters 02.07.2018
|
|
2018/02/07
|
Company Update
|
Tencent (700 HK), Buy (Maintained), TP: HKD480.00 (from HKD447.00) - Good Entry Point
|
|
2018/02/06
|
Regional Daily
|
Regional Morning Matters 02.06.2018
|
|
2018/02/06
|
Strategy
|
Regional Strategy - Focus On The Stocks
|
|
2018/02/05
|
Regional Daily
|
Regional Morning Matters 02.05.2018
|
|
2018/02/05
|
Company Update
|
Country Garden Holdings Co (2007 HK), Buy (Maintained), TP: HKD19.60 (from HKD15.40) - Rising To Prominence
|
|
2018/02/05
|
Strategy
|
Regional Strategy - Our Updated Outlook In The Region
|
|
2018/02/02
|
Regional Daily
|
Regional Morning Matters 02.02.2018
|
|
2018/02/02
|
Sector News Flash
|
Hong Kong Retail, Overweight (Maintained) - HK Retail Turnaround Set To Continue
|
|
2018/02/02
|
Results Review
|
Lenovo Group (992 HK), Buy (Maintained), TP: HKD6.10 (Maintained) - Profitability Continuing An Upward Trajectory
|
|
2018/02/02
|
Sector News Flash
|
Handset Components, Overweight (Maintained) - Apple’s Guidance Caps Downside For Supply Chain
|
|
2018/02/02
|
Sector News Flash
|
Telecommunications Sector, Overweight (Maintained) - More Favourable Terms With China Tower
|
|
2018/02/01
|
Sector Update
|
China Retail, Overweight (Maintained) - Takeaways From Visiting Top Picks’ Shenzhen Stores
|
|
2018/02/01
|
Corporate News Flash
|
Lenovo Group (992 HK), Buy (Maintained), TP: HKD6.10 (Under Review) - The Server Brought Positive Surprises
|
|
2018/02/01
|
Regional Daily
|
Regional Morning Matters 02.01.2018
|
|
2018/01/31
|
Regional Daily
|
Regional Morning Matters 01.31.2018
|
|
2018/01/31
|
Company Update
|
Kingsoft (3888 HK), Buy (Maintained), TP: HKD33.35 (from HKD29.33) - Expecting a Strong 2018
|
|
2018/01/30
|
Regional Daily
|
Regional Morning Matters 01.30.2018
|
|
2018/01/30
|
Company Update
|
China CITIC Bank (998 HK), Neutral (Maintained), TP: HKD6.20 (from HKD5.40) - Continued Overhang From Deleveraging
|
|
2018/01/29
|
Regional Daily
|
Regional Morning Matters 01.29.2018
|
|
2018/01/29
|
Company Update
|
Tongda Group (698 HK), Buy (Maintained), TP: HKD2.40 (from HKD2.50) - Waterproof Segment Making Headway
|
|
2018/01/29
|
Company Update
|
Great Wall Motor Co (2333 HK), Sell (Maintained), TP: HKD6.50 (from HKD6.60) - Profit Warning And Worse-Than-Expected 4Q
|
|
2018/01/26
|
Regional Daily
|
Regional Morning Matters 01.26.2018
|
|
2018/01/25
|
Regional Daily
|
Regional Morning Matters 01.25.2018
|
|
2018/01/25
|
Corporate News Flash
|
I.T (999 HK), Buy (Maintained), TP: HKD5.10 (Maintained) - Heading For a Respectable Finish
|
|
2018/01/24
|
Regional Daily
|
Regional Morning Matters 01.24.2018
|
|
2018/01/24
|
Company Update
|
China Merchants Bank (3968 HK), Neutral (from Buy), TP: HKD37.50 (from HKD34.50) - Earnings Momentum Largely Priced In
|
|
2018/01/24
|
Corporate News Flash
|
China Mengniu Dairy (2319 HK), Buy (Maintained), TP: HKD23.00 (Under Review) - Further Strategic Implementations From Acquisitions
|
|
2018/01/23
|
Regional Daily
|
Regional Morning Matters 01.23.2018
|
|
2018/01/23
|
Company Update
|
AAC Technologies (2018 HK), Buy (Maintained), TP: HKD200 (from HKD212) - Solid And Sustainable Growth Ahead
|
|
2018/01/22
|
Regional Daily
|
Regional Morning Matters 01.22.2018
|
|
2018/01/22
|
Results Preview
|
Anta Sports (2020 HK), Buy (Maintained), TP: HKD44.00 (from HKD42.00) - Growth Drivers Firmly In Place For 2018
|
|
2018/01/19
|
Regional Daily
|
Regional Morning Matters 01.19.2018
|
|
2018/01/18
|
Regional Daily
|
Regional Morning Matters 01.18.2018
|
|
2018/01/18
|
Sector Update
|
TV Manufacturing Sector, Overweight (Maintained) - Benefitting From Several Favourable Dynamics
|
|
2018/01/18
|
Company Update
|
TCL Multimedia Technology (1070 HK), Neutral (Maintained), TP: HKD4.48 (from HKD4.00) - Valuation Fair Despite Sound Outlook
|
|
2018/01/17
|
Regional Daily
|
Regional Morning Matters 01.17.2018
|
|
2018/01/17
|
Company Update
|
VST Holdings (856 HK), Buy (Maintained), TP: HKD5.63 (from HKD3.02) - Expecting Higher Growth
|
|
2018/01/17
|
Corporate News Flash
|
Country Garden Holdings Co (2007 HK), Buy (Maintained), TP: HKD15.4 (Under Review) - Slight Dilution From Share Placement
|
|
2018/01/16
|
Regional Daily
|
Regional Morning Matters 01.16.2018
|
|
2018/01/16
|
Corporate News Flash
|
China Unicom (762 HK), Buy (Maintained), TP: 13.50 (Maintained) - Takeaways From NDR In Kuala Lumpur
|
|
2018/01/15
|
Regional Daily
|
Regional Morning Matters 01.15.2018
|
|
2018/01/15
|
Sector Update
|
China Bank Sector, Overweight (Maintained) - Credit Growth To Moderate In 2018
|
|
2018/01/15
|
Regional Thematic Report
|
Regional Thematic Report - Against The Grain
|
|
2018/01/12
|
Regional Daily
|
Regional Morning Matters 01.12.2018
|
|
2018/01/11
|
Regional Daily
|
Regional Morning Matters 01.11.2018
|
|
2018/01/11
|
Corporate News Flash
|
China State Construction (3311 HK), Buy (Maintained), TP: HKD13.90 (Maintained) - Steady Growth Ahead From 2018 Guidance
|
|
2018/01/10
|
Regional Daily
|
Regional Morning Matters 01.10.2018
|
|
2018/01/10
|
Corporate News Flash
|
Geely Automobile Holdings (175 HK), Buy (Maintained), TP: HKD32.10 (Maintained) - Positive Profit Alert
|
|
2018/01/10
|
Corporate News Flash
|
Xtep International Holdings (1368 HK), Buy (Maintained), TP: HKD4.30 (Maintained) - Improving 4Q17 With Share Repurchase Support
|
|
2018/01/09
|
Regional Daily
|
Regional Morning Matters 01.09.2018
|
|
2018/01/09
|
Corporate News Flash
|
Geely Automobile Holdings (175 HK), Buy (Maintained), TP: HKD32.10 (Maintained) - Dec 2017 Sales And 2018 Guidance Are In Line
|
|
2018/01/08
|
Regional Daily
|
Regional Morning Matters 01.08.2018
|
|
2018/01/08
|
Sector News Flash
|
China Property Sector, Overweight (Maintained) - Stay Positive Amidst Recent Rally
|
|
2018/01/08
|
Sector News Flash
|
China Bank Sector, Overweight (Maintained) - CBRC Tightened Entrusted Lending
|
|
2018/01/05
|
Regional Daily
|
Regional Morning Matters 01.05.2018
|
|
2018/01/04
|
Regional Daily
|
Regional Morning Matters 01.04.2018
|
|
2018/01/04
|
Corporate News Flash
|
Skyworth Digital (751 HK), Buy (Maintained), TP: HKD4.80 (Maintained) - Removing Uncertainties With Ceasing Of NEV Acquisition
|
|
2018/01/03
|
Regional Daily
|
Regional Morning Matters 01.02.20183
|
|
2018/01/03
|
Sector Update
|
Construction & Engineering Sector, Overweight (Maintained) - 2018 Outlook For China Railway And Urban Rail
|
|
2018/01/02
|
Regional Daily
|
Regional Morning Matters 01.02.2018
|
|
2017/12/18
|
Corporate News Flash
|
Anta Sports (2020 HK), Buy (Maintained), TP: HKD42.00 (Maintained) - CFO Resignation a Non-Event
|
|
2017/12/15
|
Regional Daily
|
Regional Morning Matters 12.15.2017
|
|
2017/12/15
|
Company Update
|
Sunac China (1918 HK), Sell (Maintained), TP: HKD14.10 (from HKD14.80) - Remains Stressed Despite Another Placement
|
|
2017/12/15
|
Corporate News Flash
|
Sinosoft (1297 HK), Buy (Maintained), TP: HKD3.70 (Maintained) - Fundamentals Remain Solid
|
|
2017/12/14
|
Regional Daily
|
Regional Morning Matters 12.14.2017
|
|
2017/12/14
|
Strategy
|
2018 Hong Kong Strategy - Bumpy But Still On An Uptrend Path Ahead
|
|
2017/12/13
|
Regional Daily
|
Regional Morning Matters 12.13.2017
|
|
2017/12/13
|
Corporate News Flash
|
Chinasoft International (354 HK), Buy (Maintained), TP: HKD5.92 (Maintained) - Positive Takeaways From The Site Visit
|
|
2017/12/12
|
Company Update
|
Techtronic Industries (669 HK), Buy (Maintained), TP: HKD52 (from HKD46) - Faster Growth Ahead
|
|
2017/12/12
|
Sector Update
|
China Bank Sector, Overweight (Maintained) - Funding Pressure Stores Up
|
|
2017/12/12
|
Regional Daily
|
Regional Morning Matters 12.12.2017
|
|
2017/12/11
|
Regional Daily
|
Regional Morning Matters 12.11.2017
|
|
2017/12/11
|
Company Update
|
Xtep International Holdings (1368 HK), Buy (Maintained), TP: HKD4.30 (from HKD4.50) - Wiping Its Slate Clean For 2018’s Growth
|
|
2017/12/08
|
Regional Daily
|
Regional Morning Matters 12.08.2017
|
|
2017/12/08
|
Sector News Flash
|
Handset Components, Overweight (Maintained) - Concerns Over Weak Demand Overdone
|
|
2017/12/07
|
Regional Daily
|
Regional Morning Matters 12.07.2017
|
|
2017/12/07
|
Results Review
|
NetDragon (777 HK), Neutral (from Take Profit), TP: HKD26.81 (from HKD26.54) - Strong Topline Growth Coupled With High Costs
|
|
2017/12/06
|
Regional Daily
|
Regional Morning Matters 12.06.2017
|
|
2017/12/06
|
Corporate News Flash
|
Geely Automobile Holdings (175 HK), Buy (Maintained), TP: HKD32.10 (Maintained) - Takeaways From NDR
|
|
2017/12/05
|
Regional Daily
|
Regional Morning Matters 12.05.2017
|
|
2017/12/05
|
Comapny Update
|
China Communications Construction (1800 HK), Buy (Maintained), TP: HKD12.70
|
|
2017/12/04
|
Results Review
|
China South City (1668 HK), Buy (Maintained), TP: HKD2.20 (from HKD2.00) - A Rejuvenating Prospect
|
|
2017/12/04
|
Regional Daily
|
Regional Morning Matters 12.04.2017
|
|
2017/12/01
|
Sector News Flash
|
Hong Kong Retail, Overweight (Maintained) - Tourists Arrivals Growing Faster Than Sales
|
|
2017/12/01
|
Corporate News Flash
|
China South City (1668 HK), Buy (Maintained), TP: HKD2.00 (Under Review) - Earnings Beat, Signs Of Business Resurgence
|
|
2017/11/30
|
Regional Daily
|
Regional Morning Matters 11.29.2017
|
|
2017/11/30
|
Regional Daily
|
Regional Morning Matters 11.30.2017
|
|
2017/11/30
|
Company Update
|
Haitian International Holdings (1882 HK), Buy (Maintained), TP: HKD28.00 (Maintained) - 2018 Is Set To Be Another Solid Year
|
|
2017/11/30
|
Corporate News Flash
|
Geely Automobile Holdings (175 HK), Buy (Maintained), TP: HKD32.10 (Maintained) - Mixed Impact From Potential Injection
|
|
2017/11/29
|
Company Update
|
Geely Automobile Holdings (175 HK), Buy (Maintained), TP" HKD32.10 (from HKD23.10) - Successful Lynk & Co Debut, Expecting Strong Sales
|
|
2017/11/28
|
Results Review
|
China Gas Holdings (384 HK), Buy (Maintained), TP: HKD27.60 (from HKD26.30) - Advancing In Both City And Rural Markets
|
|
2017/11/28
|
Regional Daily
|
Regional Morning Matters 11.28.2017
|
|
2017/11/28
|
Corporate News Flash
|
Skyworth Digital (751 HK), Buy (Maintained), TP: HKD4.80 (Maintained) - Entering Negotiations To Acquire An NEV Business
|
|
2017/11/27
|
Regional Daily
|
Regional Morning Matters 11.27.2017
|
|
2017/11/27
|
Sector News Flash
|
Dairy Product Sector, Overweight (Maintained) - Lower Import Taxes On Various F&B Products
|
|
2017/11/24
|
Regional Daily
|
Regional Morning Matters 11.24.2017
|
|
2017/11/24
|
Sector Update
|
China Property Sector, Overweight (Maintained) - Against All Odds In FY18
|
|
2017/11/24
|
Company Update
|
Country Garden Holdings Co (2007 HK), Buy (from Neutral), TP: HKD15.40 (from HKD10.10) - Bright Earnings Growth Outlook
|
|
2017/11/24
|
Company Update
|
Agile Group Holdings (3383 HK), Buy (Maintained), TP: HKD14.10 (from HKD10.60) - Re-Rating To Continue
|
|
2017/11/24
|
Company Update
|
KWG Property Holding (1813 HK), Buy (Maintained), TP: HKD8.80 (from HKD7.70) - Accelerating Turnover To Drive Re-Rating
|
|
2017/11/24
|
Company Update
|
Shimao Property Holdings (813 HK), Buy (Maintained), TP: HKD18.60 (from HKD16.60) - Reaccelerating Growth
|
|
2017/11/23
|
Regional Daily
|
Regional Morning Matters 11.23.2017
|
|
2017/11/23
|
Results Review
|
Skyworth Digital (751 HK), Buy (Maintained), TP: HKD4.80 (from HKD4.40) - Set To Rebound From The Trough
|
|
2017/11/22
|
Regional Daily
|
Regional Morning Matters 11.22.2017
|
|
2017/11/22
|
Corporate News Flash
|
Skyworth Digital (751 HK), Buy, TP: HKD4.40 (Under Review) - Recurring NP Better Than Its Profit Warning
|
|
2017/11/22
|
Results Review
|
Kingsoft (3888 HK), Buy (Maintained), TP: HKD29.33 (from HKD28.08) - Strong Mobile Game Pipeline For 2018
|
|
2017/11/21
|
Regional Daily
|
Regional Morning Matters 11.21.2017
|
|
2017/11/20
|
Regional Daily
|
Regional Morning Matters 11.20.2017
|
|
2017/11/20
|
Results Review
|
Truly International (732 HK), Sell (Maintained), TP: HKD1.95 (from HKD2.00) - Outlook Remains Murky
|
|
2017/11/20
|
Sector News Flash
|
China Bank Sector, Overweight (Maintained) - Softer-Than-Expected Asset Management Rule
|
|
2017/11/17
|
Regional Daily
|
Regional Morning Matters 11.17.2017
|
|
2017/11/17
|
Company Update
|
AAC Technologies (2018 HK), Buy (Maintained), TP: HKD212.00 (from HKD200.00) - Good Visibility And Strong Growth Ahead
|
|
2017/11/16
|
Regional Daily
|
Regional Morning Matters 11.16.2017
|
|
2017/11/16
|
Results Review
|
Tencent (700 HK), Buy (Maintained), TP: HKD447 (from HKD401) - Sustainable High Growth
|
|
2017/11/16
|
Company Update
|
BYD Co Ltd (1211 HK), Neutral (Maintained), TP: HKD69.40 (from HKD70.50) - NDR Takeaways
|
|
2017/11/15
|
Regional Daily
|
Regional Morning Matters 11.15.2017
|
|
2017/11/15
|
Corporate News Flash
|
China Gas Holdings (384 HK), Buy (Maintained), TP: HKD26.30 (Maintained) - Positive Profit Alert Ahead Of Our Bullish Estimates
|
|
2017/11/15
|
Corporate News Flash
|
Techtronic Industries (669 HK), Buy, TP: HKD46.00 (Both Under Review) - Another Strong Beat From Home Depot
|
|
2017/11/14
|
Regional Daily
|
Regional Morning Matters 11.14.2017
|
|
2017/11/14
|
Sector News Flash
|
China Bank Sector, Overweight (Maintained) - Slowing Credit Growth, Improving Margin Outlook
|
|
2017/11/14
|
Company Update
|
Anta Sports (2020 HK), Buy (Maintained), TP: HKD42.00 (from HKD37.00) - A Winner On Singles’ Day
|
|
2017/11/14
|
Company Update
|
H&H International Holdings (1112 HK), Sell (Maintained), TP: HKD28.00 (from HKD24.50) - Defusing The Powder Keg Fortuitously Cheap
|
|
2017/11/13
|
Regional Daily
|
Regional Morning Matters 11.13.2017
|
|
2017/11/13
|
Results Review
|
AAC Technologies (2018 HK), Buy (Maintained), TP: HKD200.00 (from HKD160.00) - Diversified And Multiple Growth Drivers
|
|
2017/11/13
|
Sector Update
|
Gas Utilities, Overweight (Maintained) - Interpreting NDRC’s Latest Regulatory Guidance
|
|
2017/11/10
|
Regional Daily
|
Regional Morning Matters 11.10.2017
|
|
2017/11/10
|
Company Update
|
Trinity Ltd (891 HK), Buy (from Sell), TP: HKD1.20 (from HKD0.40) - New Shareholder To The Rescue
|
|
2017/11/10
|
Corporate News Flash
|
AAC Technologies (2018 HK), Buy, TP: HKD160.00 (Both Under Review) - Solid 3Q17 Results That Are Within Expectations
|
|
2017/11/09
|
Company Update
|
Dynagreen Environmental Protection (1330 HK), Buy (Maintained), TP: HKD5.70 (from HKD5.30) - Positive Takeaways From Reverse Roadshow
|
|
2017/11/09
|
Regional Daily
|
Regional Morning Matters 11.09.2017
|
|
2017/11/08
|
Regional Daily
|
Regional Morning Matters 11.08.2017
|
|
2017/11/08
|
Company Update
|
China Overseas Grand Oceans Group (81 HK), Sell (Maintained), TP: HKD2.50 (from HKD2.80) - An Unexpected Rights Issue
|
|
2017/11/07
|
Regional Daily
|
Regional Morning Matters 11.07.2017
|
|
2017/11/07
|
Company Update
|
China Evergrande Group (3333 HK), Neutral (Maintained), TP: HKD30.50 (from HKD24.50) - Positive Strategic Investment
|
|
2017/11/06
|
Sector Update
|
Gas Utilities, Overweight (Maintained) - Tariff Hike Arrives Early, Little Impact On Earnings
|
|
2017/11/06
|
Sector News Flash
|
Hong Kong Retail, Neutral (Maintained) - September Sales See Fastest Growth In Two Years
|
|
2017/11/06
|
Regional Daily
|
Regional Morning Matters 11.06.2017
|
|
2017/11/03
|
Regional Daily
|
Regional Morning Matters 11.03.2017
|
|
2017/11/03
|
Results Review
|
Lenovo Group (992 HK), Buy (Maintained), TP: HKD6.10 (from HKD5.75) - Momentum Improving
|
|
2017/11/03
|
Sector News Flash
|
Handset Components, Overweight (Maintained) - Apple's 1QFY18 Guidance & 4QFY17 Revenue In Line
|
|
2017/11/02
|
Regional Daily
|
Regional Morning Matters 11.02.2017
|
|
2017/11/02
|
Corporate News Flash
|
Xtep International Holdings (1368 HK), Buy (Maintained), TP: HKD4.50 (Maintained) - Healthy Indicators Of a FY18 Revival
|
|
2017/11/01
|
Regional Daily
|
Regional Morning Matters 11.01.2017
|
|
2017/11/01
|
Comapny Update
|
China Communications Construction (1800 HK), Buy (Maintained), TP: HKD12.70 (from HKD13.50) - Slow 3Q But Expecting Recovery In 4Q
|
|
2017/11/01
|
Company Update
|
CPMC Holdings (906 HK), Buy (Maintained), TP: HKD7.50 (from HKD5.30) - Rich Potential Rewards From JDB JV
|
|
2017/11/01
|
Corporate News Flash
|
Dynagreen (1330 HK), Buy (Maintained), TP: HKD5.30 (Maintained) - Changing Accounting Policy, But Business As Usual
|
|
2017/10/31
|
Regional Daily
|
Regional Morning Matters 10.31.2017
|
|
2017/10/31
|
Corporate News Flash
|
China Communications Construction (1800 HK), Buy, TP: HKD13.50 (Both Under Review) - Weaker-Than-Expected 3Q
|
|
2017/10/31
|
Corporate News Flash
|
China Railway Construction (1186 HK), Buy, TP: HKD12.80 (Both Under Review) - Good 3Q17 Results
|
|
2017/10/31
|
Sector Update
|
China Bank Sector, Overweight (Maintained) - 3Q17 Results Wrap – Funding Strength Is Playing Out
|
|
2017/10/31
|
Company Update
|
H&H International Holdings, Sell (Maintained), TP: HKD24.50 (from HKD21.50) - E-commerce Driving Swisse Sales
|
|
2017/10/30
|
Regional Daily
|
Regional Morning Matters 10.30.2017
|
|
2017/10/30
|
Results Review
|
Bank of Communications (3328 HK), Neutral, TP: HKD6.30 (both maintained) - Struggling On Weak Funding Base
|
|
2017/10/30
|
Results Review
|
China Merchants Bank (3968 HK), Buy(Maintained) , TP: HKD34.50 (from HKD33.00) - Growth Momentum Stays Intact
|
|
2017/10/30
|
Results Review
|
China Unicom (762 HK), Buy (Maintained) , TP: HKD13.05 (from HKD13.90) - Mobile Growth Accelerating, Good Cost Controls Intact
|
|
2017/10/30
|
Results Review
|
Tongda Group (698 HK,), Buy (Maintained), TP: HKD2.50 (from HKD2.30) - Brighter Skies Ahead
|
|
2017/10/30
|
Results Review
|
China Railway Group (390HK), Buy, TP: HKD8.08 (both maintained) - 4Q Recovery Expected
|
|
2017/10/30
|
Corporate New Flash
|
BYD Co Ltd (1211HK), Neutral, TP: HKD70.50 (both under review) - Expecting Recovery In 4Q
|
|
2017/10/30
|
Results Review
|
Great Wall Motor Co (2333HK), SELL (Maintained), TP: HKD6.60 (from HKD7.0) - Still On Downward Trend Going Into 4Q
|
|
2017/10/27
|
Regional Daily
|
Regional Morning Matters 10.27.2017
|
|
2017/10/27
|
Results Review
|
China Construction Bank (939 HK), Buy (Maintained), TP: 8.60 (from HKD7.70) - Margin Expansion Accelerates
|
|
2017/10/27
|
Corporate News Flash
|
Great Wall Motor Co (2333 HK), Sell, TP: HKD7.00 (Both Under Review) - Sluggish 3Q Results Worse Than Expected
|
|
2017/10/27
|
Company Update
|
Skyworth Digital (751 HK), Buy (Maintained), TP: HKD4.40 (from HKD5.90) - Recovery In The Horizon
|
|
2017/10/26
|
Regional Daily
|
Regional Morning Matters 10.26.2017
|
|
2017/10/26
|
Corporate News Flash
|
Skyworth Digital (751 HK), Buy (Maintained), TP: HKD5.90 (Maintained) - Recovery Delayed, But Around The Corner
|
|
2017/10/25
|
Regional Daily
|
Regional Morning Matters 10.25.2017
|
|
2017/10/25
|
Results Review
|
China CITIC Bank (998 HK), Neutral (Maintained), TP: HKD5.40 (Maintained) - Funding Remains The Key Challenge
|
|
2017/10/25
|
Corporate News Flash
|
TCL Multimedia Technology (1070 HK), Neutral (Maintained), TP: HKD4.00 (Maintained) - GPM Below Expectations
|
|
2017/10/25
|
Results Review
|
I.T (999 HK), Buy (Maintained), TP: HKD5.10 (from HKD5.20) - Improving Margins On Slower Sales Growth
|
|
2017/10/24
|
Regional Daily
|
Regional Morning Matters 10.24.2017
|
|
2017/10/23
|
Regional Daily
|
Regional Morning Matters 10.23.2017
|
|
2017/10/23
|
Results Review
|
China Mobile (941 HK), Buy (Maintained), TP: HKD110 (from HKD113) - Stable Ship With Attractive Valuations
|
|
2017/10/23
|
Company Update
|
Anta Sports (2020 HK), Buy (Maintained), TP: HKD37 (from HKD33) - Maintaining Organic And M&A Growth Trajectories
|
|
2017/10/23
|
Results Review
|
China Overseas Land & Investment (688 HK), Buy (Maintained), TP: HKD32.10 (from HKD32.50) - Paving The Way To Expedite Future Growth
|
|
2017/10/23
|
Corporate News Flash
|
Li Ning (2331 HK), Sell (Maintained), TP: HKD5.20 (Maintained) - Disappointing Even After Removing Seasonality Effect
|
|
2017/10/20
|
Regional Daily
|
Regional Morning Matters 10.20.2017
|
|
2017/10/20
|
Sector Update
|
China Property Sector, Overweight (Maintained) - Near Term Sales Momentum Remains Resilient
|
|
2017/10/20
|
Corporate News Flash
|
China Unicom (762 HK), Buy (Maintained), TP: HKD13.90 (Under Review) - On Track To See Better Profitability
|
|
2017/10/19
|
Regional Daily
|
Regional Morning Matters 10.19.2017
|
|
2017/10/19
|
Sector News Flash
|
Hong Kong Strategy - Expected Opening Remarks During The NCCPC
|
|
2017/10/19
|
Sector Update
|
Gas Utilities, Overweight (Maintained) - What To Expect In The Coming Winter?
|
|
2017/10/18
|
Corporate News Flash
|
China State Construction (3311 HK), Buy (Maintained), TP: HKD13.90 (Maintained) - Expect Continuous Strong Earnings In 4Q
|
|
2017/10/18
|
Comapny Update
|
Kingdee (268 HK), Buy (Maintained), TP: HKD4.92 (from HKD3.93) - Right Strategy And Right Products
|
|
2017/10/17
|
Regional Daily
|
Regional Morning Matters 10.17.2017
|
|
2017/10/17
|
Comapny Update
|
China Resources Land (1109 HK), Buy (Maintained), TP: HKD27.50 (Maintained) - Resilient Demand Seen In Laggard Tier-2 Cities
|
|
2017/10/16
|
Regional Daily
|
Regional Morning Matters 10.16.2017
|
|
2017/10/16
|
Comapny Update
|
China Merchants Bank (3968 HK), Buy (Maintained), TP: HKD33.00 (from HKD28.00) - The Party Must Go On
|
|
2017/10/16
|
Sector News Flash
|
China Bank Sector, Overweight (Maintained) - Credit Demand Remained Solid
|
|
2017/10/13
|
Regional Daily
|
Regional Morning Matters 10.13.2017
|
|
2017/10/12
|
Regional Daily
|
Regional Morning Matters 10.12.2017
|
|
2017/10/12
|
Corporate News Flash
|
Great Wall Motor Co (2333 HK), Sell (Maintained), TP: HKD7.00 (Maintained) - Uncertainties Ahead On JV With BMW
|
|
2017/10/11
|
Regional Daily
|
Regional Morning Matters 10.11.2017
|
|
2017/10/11
|
Sector News Flash
|
Hong Kong Retail Sector, Neutral (Maintained) - Golden Week Data On Track To Meet Expectations
|
|
2017/10/10
|
Regional Daily
|
Regional Morning Matters 10.10.2017
|
|
2017/10/10
|
Comapny Update
|
China Everbright International (257 HK), Buy (Maintained), TP: HKD12.80 (Maintained) - Coming Late To The Party, What Dance Will It Bring?
|
|
2017/10/10
|
Corporate News Flash
|
Tongda Group (698 HK), Neutral (Maintained), TP: HKD2.30 (Maintained) - Spinoff Of THT Finalised – Limited Impact Expected
|
|
2017/10/10
|
Corporate News Flash
|
Trinity (891 HK), Sell (Maintained), TP: HKD0.40 (Maintained) - Potential Subscriber To Provide Cash Injection
|
|
2017/10/09
|
Regional Daily
|
Regional Morning Matters 10.09.2017
|
|
2017/10/06
|
Regional Daily
|
Regional Morning Matters 10.05.2017
|
|
2017/10/06
|
Regional Daily
|
Regional Morning Matters 10.06.2017
|
|
2017/10/06
|
Sector Update
|
Dairy Product Sector, Overweight (Maintained) - Twin Growth Drivers For Dairy Giants
|
|
2017/10/04
|
Regional Daily
|
Regional Morning Matters 10.04.2017
|
|
2017/10/04
|
Sector News Flash
|
Hong Kong Retail Sector - Positive Trend For Retail Sales
|
|
2017/10/03
|
Regional Daily
|
Regional Morning Matters 10.03.2017
|
|
2017/10/03
|
Corporate News Flash
|
Great Wall Motor Co (2333 HK), Sell (Maintained), TP: HKD7.00 (Maintained) - Negligible Impact From Investment In Pilbara Minerals
|
|
2017/10/03
|
Corporate News Flash
|
Lenovo Group (992 HK), Buy (Maintained), TP: HKD5.75 (Under Review) - Capital Injection Paves Way For M&A
|
|
2017/10/03
|
Comapny Update
|
HK Exchanges (388 HK), Neutral (Maintained), TP: HKD222.00 (from HKD225.00) - Strong 3Q17 SADV Already Priced In
|
|
2017/09/29
|
Regional Daily
|
Regional Morning Matters 09.29.2017
|
|
2017/09/29
|
Sector News Flash
|
Handset Components, Overweight (Maintained) - Looking Forward To Strong iPhone X Demand
|
|
2017/09/29
|
Sector News Flash
|
China Auto & Auto Parts Sector, Neutral (Maintained) - Parallel Method Finally Comes To Practice
|
|
2017/09/28
|
Regional Daily
|
Regional Morning Matters 09.28.2017
|
|
2017/09/28
|
Sector News Flash
|
Hong Kong Retail - Golden Week Sales Likely To See Moderate Growth
|
|
2017/09/27
|
Comapny Update
|
BYD (1211 HK), Neutral (Maintained), TP: HKD70.5 (from HKD 50.2) - Higher TP And Earnings Forecast On Bright EV Outlook
|
|
2017/09/27
|
Regional Daily
|
Regional Morning Matters 09.27.2017
|
|
2017/09/26
|
Regional Daily
|
Regional Morning Matters 09.26.2017
|
|
2017/09/26
|
Comapny Update
|
Sinosoft (1297 HK), Buy (Maintained), TP: HKD3.70 (from: HKD5.38) - Still Expecting Solid Growth
|
|
2017/09/25
|
Regional Daily
|
Regional Morning Matters 09.25.2017
|
|
2017/09/22
|
Regional Daily
|
Regional Morning Matters 09.22.2017
|
|
2017/09/22
|
Comapny Update
|
China Gas Holdings (384 HK), Buy (Maintained), TP: HKD26.30 (from HKD23.10) - Growing Outside The Comfort Zone
|
|
2017/09/21
|
Regional Daily
|
Regional Morning Matters 09.21.2017
|
|
2017/09/21
|
Corporate News Flash
|
China Gas Holdings (384 HK), Buy (Under Review), TP: HKD23.10 - Rural Connection Likely To Beat Estimates
|
|
2017/09/21
|
Comapny Update
|
Sunny Optical (2382 HK), Buy (Maintained), TP: HKD144 (from HKD 126)- To Benefit From Rising Adoption Of 3D Sensing
|
|
2017/09/21
|
Comapny Update
|
AAC Technologies (2018 HK), Buy (Maintained), TP: HKD160 (from HKD 141)- Riding On All-Screen Design Tailwinds
|
|
2017/09/21
|
Sector Update
|
Handset Components, Overweight (Maintained) - All-Screen Designs a Tailwind To The Sector
|
|
2017/09/20
|
Regional Daily
|
Regional Morning Matters 09.20.2017
|
|
2017/09/19
|
Regional Daily
|
Regional Morning Matters 09.19.2017
|
|
2017/09/18
|
Regional Daily
|
Regional Morning Matters 09.18.2017
|
|
2017/09/18
|
Sector Update
|
China Bank Sector, Overweight (Maintained) - Capture The Yield Uptrend
|
|
2017/09/15
|
Regional Daily
|
Regional Morning Matters 09.15.2017
|
|
2017/09/15
|
Sector Update
|
China Property Sector, Overweight (Maintained) - Upbeat Sales Momentum, Policy Headwind In Near Term
|
|
2017/09/14
|
Regional Daily
|
Regional Morning Matters 09.14.2017
|
|
2017/09/13
|
Regional Daily
|
Regional Morning Matters 09.13.2017
|
|
2017/09/13
|
Sector News Flash
|
Handset Components Sector, Overweight (Maintained) - New iPhone Series – Specs Mostly In Line
|
|
2017/09/12
|
Regional Daily
|
Regional Morning Matters 09.12.2017
|
|
2017/09/12
|
Comapny Update
|
Tianneng Power (819 HK), Buy (Maintained), TP: HKD8.20 (Maintained) - Quantifying Potential Impact Of LSEV Regulation
|
|
2017/09/11
|
Regional Daily
|
Regional Morning Matters 09.11.2017
|
|
2017/09/11
|
Sector News Flash
|
China Auto & Auto Parts Sector, Neutral (Maintained) - August Auto Sales In Line With Expectation
|
|
2017/09/08
|
Regional Daily
|
Regional Morning Matters 09.08.2017
|
|
2017/09/08
|
Sector Update
|
China Bank Sector, Overweight (Maintained) - Asset Quality Recovery On Track
|
|
2017/09/07
|
Regional Daily
|
Regional Morning Matters 09.07.2017
|
|
2017/09/06
|
Regional Daily
|
Regional Morning Matters 09.06.2017
|
|
2017/09/06
|
Results Review
|
China Railway Group (390 HK), Buy (from Neutral), TP: HKD8.08 (from HKD6.70) - Bright Outlook Ahead
|
|
2017/09/06
|
Corporate News Flash
|
China Lilang (1234 HK), Neutral (Maintained), TP: HKD4.90 (Maintained) - Strong Trade Fair Results Helped By Low Base
|
|
2017/09/05
|
Regional Daily
|
Regional Morning Matters 09.05.2017
|
|
2017/09/04
|
Results Review
|
Sunac China (1918 HK), Sell (Maintained), TP: HKD14.80 (from HKD14.10) - Excessive Debt With a Slow Earnings Recovery
|
|
2017/09/04
|
Regional Daily
|
Regional Morning Matters 09.04.2017
|
|
2017/09/01
|
Results Review
|
Agricultural Bank of China (1288 HK), Buy (Maintained), TP: HKD4.70 (from HKD4.20) - Sustainable Asset Quality Improvement
|
|
2017/09/01
|
Results Review
|
Truly International (732 HK), Sell (Maintained), TP: HKD2.00 (from HKD1.91) - Still Under Heavy Pressure
|
|
2017/09/01
|
Results Review
|
China Railway Construction (1186 HK), Buy (from Neutral), TP: HKD12.80 (from HKD11.20) - Bright Outlook Ahead
|
|
2017/09/01
|
Results Review
|
China Mengniu Dairy (2319 HK), Buy (from Neutral), TP: HKD23.00 (from HKD17.00) - A New Age With First-Class Products
|
|
2017/08/31
|
Results Review
|
Bank of China (3988 HK), Buy (Maintained), TP: HKD5.20 (from HKD4.70) - Gaining Momentum
|
|
2017/08/31
|
Results Review
|
Industrial & Commercial Bank of China (1398 HK), Buy (Maintained), TP: HKD7.00 (from HKD6.10) - LLC Recovery On Track
|
|
2017/08/31
|
Results Review
|
Beijing Enterprises Water (371 HK), Buy (Maintained), TP: HKD7.30 (from HKD6.90) - Strong Guidance, Complicated Business Model
|
|
2017/08/31
|
Regional Daily
|
Regional Morning Matters 08.31.2017
|
|
2017/08/31
|
Sector Update
|
Gas Utilities Sector, Overweight (Maintained) - NDRC’s Long-Awaited City-Gate Gas Price Cuts Arrive
|
|
2017/08/31
|
Corporate News Flash
|
China Railway Group (390 HK), Neutral, TP: HKD6.70 (Both Under Review) - Strong Results Beat Expectations
|
|
2017/08/31
|
Results Review
|
NetDragon (777 HK), Take Profit (from Trading Buy), TP: HKD26.50 (from HKD24.14) - Short-Term Positives Largely Priced In
|
|
2017/08/31
|
Results Review
|
China Communications Construction (1800 HK), Buy (Maintained), TP: HKD13.50 (from HKD12.40) - Fast Growth At a Reasonable Level
|
|
2017/08/31
|
Corporate News Flash
|
China Mengniu Dairy (2319 HK), Neutral, TP: HKD17.00 (Under Review) - 1H17 Stronger GPM But Weak At Profitability
|
|
2017/08/30
|
Regional Daily
|
Regional Morning Matters 08.30.2017
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|
2017/08/30
|
Results Review
|
Tianneng Power (819 HK), Buy (Maintained), TP: HKD8.20 (from HKD7.70) - Consolidating Its Leadership Position
|
|
2017/08/30
|
Results Review
|
Greatview Aseptic Packaging (468 HK), Sell (Maintained), TP: HKD4.10 (from HKD3.90) - Overseas Expansion May Remain a Distant Goal
|
|
2017/08/30
|
Corporate News Flash
|
China Communications Construction (1800 HK), Buy, TP: HKD12.40 (Both Under Review) - 1H17 Results In Line
|
|
2017/08/30
|
Results Review
|
KWG Property Holding (1813 HK), Buy (Maintained), TP: HKD7.70 (from HKD7.50) - High-Yield Play With Visible Growth Outlook
|
|
2017/08/30
|
Results Review
|
BYD Co Ltd (1211 HK), Neutral (Maintained), TP: HKD50.20 (from HKD40.40) - Bottoming Out During The Transition Period
|
|
2017/08/30
|
Results Review
|
China Evergrande Group (3333 HK), Neutral (from Sell), TP: HKD24.50 (from HKD9.20) - Upgrade On Positive Strategy Adjustments
|
|
2017/08/30
|
Results Review
|
Shimao Property Holdings (813 HK), Buy (Maintained), TP: HKD16.60 (from HKD14.60) - On Track And On a Recovery Path
|
|
2017/08/30
|
Corporate News Flash
|
Beijing Enterprises Water (371 HK), Buy (Maintained), TP: HKD6.90 (Under Review) - Strong Interim Results In Line, Eyes On New Guidance
|
|
2017/08/29
|
Regional Daily
|
Regional Morning Matters 08.29.2017
|
|
2017/08/29
|
Results Review
|
Greentown China Holdings (3900 HK), Sell (Maintained), TP: HKD6.80 (from HKD6.50) - Headwinds Ahead
|
|
2017/08/29
|
Results Review
|
Agile Group Holdings (3383 HK), Buy (from Neutral), TP: HKD10.60 (from HKD8.50) - Upgrade To BUY On Solid Earnings Growth
|
|
2017/08/29
|
Results Review
|
China Minsheng Banking Corp (1988 HK), Neutral (from Sell), TP: HKD7.90 (from HKD7.00) - Weak Operating Trend Largely Priced In
|
|
2017/08/29
|
Corporate News Flash
|
BYD Co Ltd (1211 HK), Neutral, TP: HKD40.40 (Both Under Review) - Softer 1H17 Results, As Expected
|
|
2017/08/28
|
Regional Daily
|
Regional Morning Matters 08.28.2017
|
|
2017/08/28
|
Results Review
|
China Everbright Bank (6818 HK), Neutral (from Sell), TP: HKD3.80 (from HKD3.20) - Strengthening Fundamentals
|
|
2017/08/28
|
Results Review
|
CT Environmental (1363 HK), Neutral (from Buy), TP: HKD1.40 (from HKD2.20) - Diminishing Visibility
|
|
2017/08/28
|
Results Review
|
AAC Technologies (2018 HK), Buy (Maintained), TP: HKD141.00 (from HKD131.00) - Optics Potential Panning Out
|
|
2017/08/28
|
Results Review
|
Dynagreen Environmental Protection (1330 HK), Buy (Maintained), TP: HKD5.30 (from HKD5.10) - Operational Improvement A Positive Surprise
|
|
2017/08/28
|
Results Review
|
Tongda Group (698 HK), Neutral (Maintained), TP: HKD2.30 (from HKD2.20) - Remain Cautious On Near-Term Headwinds
|
|
2017/08/28
|
Results Review
|
Great Wall Motor Co (2333 HK), Sell (Maintained), TP: HKD7.00 (from HKD6.60) - No Strong Positive Signs To Sustain Expectations
|
|
2017/08/28
|
Results Review
|
CRRC Corp (1766 HK), Neutral (from Buy), TP: HKD6.70 (from HKD8.25) - Structural Slowdown
|
|
2017/08/25
|
Regional Daily
|
Regional Morning Matters 08.25.2017
|
|
2017/08/25
|
Corporate News Flash
|
CT Environmental (1363 HK), Buy, TP: HKD2.20 (Both Under Review) - Disappointing Results And Surprising Reshuffle
|
|
2017/08/25
|
Results Review
|
Bank Of Communications (3328 HK), Neutral (Maintained), TP: HKD6.30 (from HKD6.20) - A Low-Quality Beat
|
|
2017/08/25
|
Results Review
|
China CITIC Bank (998 HK), Neutral (Maintained), TP: HKD5.40 (form HKD5.20) - Waiting For Turnaround
|
|
2017/08/25
|
Corporate News Flash
|
Tongda Group (698 HK), Neutral, TP: HKD2.20 (Both Under Review) - Weak But In Line 1H17 Results
|
|
2017/08/25
|
Results Review
|
H & H International Holdings (1112 HK), Sell (Maintained), TP: HKD21.50 (from HKD19.00) - Do Not Get Too Excited Over Growth Spikes
|
|
2017/08/25
|
Results Review
|
VST Holdings (856 HK), Buy (Maintained), TP: HKD3.02 (from HKD3.21) - Solid Growth Supported By Good Execution
|
|
2017/08/25
|
Corporate News Flash
|
AAC Technologies (2018 HK), Buy, TP: HKD131.00 (Both Under Review) - Strong And In Line 2Q17 Results
|
|
2017/08/24
|
Results Review
|
Country Garden Holdings (2007 HK), Neutral (Maintained), TP: HKD10.10 (from HKD9.60) - Solid Scale Expansion But Fairly Priced
|
|
2017/08/24
|
Results Review
|
China Resources Land (1109 HK), Buy (Maintained), TP: 27.50 (from HKD28.72) - Resilient Growth Outlook Despite Earnings Miss
|
|
2017/08/24
|
Results Review
|
Chinasoft International (354 HK), Buy (Maintained), TP: HKD5.92 (from HKD5.73) - Outlook Remains Very Positive
|
|
2017/08/24
|
Comapny Update
|
China Unicom (762 HK), Buy (Maintained), TP: HKD13.90 (from HKD14.00) - Gets Capital Injection From Parent Company
|
|
2017/08/24
|
Results Review
|
Kingsoft (3888 HK), Buy (Maintained), TP: HKD28.03 (from HKD27.03) - Multiple Growth Drivers Ahead
|
|
2017/08/24
|
Results Review
|
Haitian International Holdings (1882 HK), Buy (Maintained), TP: HKD28.00 (from HKD23.80) - Continuous Decent Growth Ahead
|
|
2017/08/24
|
Results Review
|
Xtep International Holdings (1368 HK), Buy (Maintained), TP: HKD4.50 (from HKD4.90) - Recalibrating For Long Term Growth
|
|
2017/08/24
|
Results Review
|
China State Construction (3311 HK), Buy (Maintained), TP: HKD13.90 (from HKD15.70) - Disappointing Rights Issue, Good 1H17 Performance
|
|
2017/08/24
|
Corporate News Flash
|
VST Holdings (856 HK), Buy, TP: HKD3.21 (Both Under Review) - 1H17 Earnings Below Expectations
|
|
2017/08/24
|
Regional Daily
|
Regional Morning Matters 08.24.2017
|
|
2017/08/23
|
Results Review
|
CPMC Holdings (906 HK), Buy (Maintained), TP: HKD5.30 (from HKD5.60) - Investing In Key Customer To Ramp Up Capacity
|
|
2017/08/23
|
Regional Daily
|
Regional Morning Matters 08.23.2017
|
|
2017/08/22
|
Regional Daily
|
Regional Morning Matters 08.22.2017
|
|
2017/08/22
|
Corporate News Flash
|
CPMC Holdings (906 HK), Buy, TP: HKD5.60 (Both Under Review) - Earnings Hampered By High Raw Material Costs
|
|
2017/08/22
|
Results Review
|
China Overseas Land & Investment (688 HK), Buy (Maintained), TP: HKD32.50 (from HKD31.10) - Re-Rating On Improved Profitability
|
|
2017/08/22
|
Corporate News Flash
|
Haitian International Holdings (1882 HK), Buy, TP: HKD23.80 (Both Under Review) - A Strong Beat Across The Board
|
|
2017/08/22
|
Corporate News Flash
|
CRRC Corp (1766 HK), Buy (Maintained), TP: HKD8.25 (Maintained) - Slightly Negative On Strategic Agreement With CRC
|
|
2017/08/21
|
Regional Daily
|
Regional Morning Matters 08.21.2017
|
|
2017/08/21
|
Results Review
|
China Merchants Bank (3968 HK), Buy (Maintained), TP: HKD28.00 (Maintained) - Strengthens Retail Strategy Further
|
|
2017/08/21
|
Results Review
|
China Resources Gas (1193 HK), Neutral (from Buy), TP: HKD30.60 (from HKD30.40) - Solid Operations But Valuation Seems Fair
|
|
2017/08/21
|
Results Review
|
Lenovo Group (992 HK), Buy (Maintained), TP: HKD5.75 (from HKD5.90) - Before The Dawn
|
|
2017/08/21
|
Corporate News Flash
|
Sunac China (1918 HK), Sell (Maintained), TP: HKD14.10 (Under Review) - Earnings Surprise On Low Base Effect
|
|
2017/08/21
|
Corporate News Flash
|
China Overseas Land & Investment (688 HK), Buy (Maintained), TP: HKD31.10 (Under Review) - Earnings Beat On Better Margin And Cost Control
|
|
2017/08/18
|
Regional Daily
|
Regional Morning Matters 08.18.2017
|
|
2017/08/18
|
Comapny Update
|
I.T (999 HK), Buy (Maintained), TP: HKD5.20 (from HKD3.80) - Margins May Stay Healthy For The Remainder Of FY18
|
|
2017/08/18
|
Results Review
|
Techtronic Industries (669 HK), Buy (Maintained), TP:46.00 (from HKD37.00) - Tapping Into a New Huge Potential
|
|
2017/08/18
|
Results Review
|
Kingdee (268 HK), Buy (Maintained), TP: HKD3.93 (from HKD3.72) - Revising Upwards Guidance On Cloud Business
|
|
2017/08/18
|
Corporate News Flash
|
China Gas Holdings (384 HK), Buy (Maintained), TP: HKD23.10 (Maintained) - Strategic Cooperation Agreements a Positive Step
|
|
2017/08/17
|
Results Review
|
Longfor Properties (960 HK), Buy (Maintained), TP: HKD23.00 (from HKD22.40) - Visible Earnings Growth Outlook
|
|
2017/08/17
|
Regional Daily
|
Regional Morning Matters 08.17.2017
|
|
2017/08/17
|
Results Review
|
Tencent (700 HK), Buy (Maintained), TP: HKD401 (from HKD303) - Strong Growth Across The Board
|
|
2017/08/17
|
Corporate News Flash
|
Kingdee (268 HK), Buy (Maintained), TP: HKD3.72 (Under Review) - 1H17 Earnings Beat Expectations
|
|
2017/08/17
|
Results Review
|
China Unicom (762 HK), Buy (Maintained), TP: HKD14.00 (from HKD12.90) - Mixed Ownership Reform – Only The Beginning
|
|
2017/08/17
|
Corporate News Flash
|
NetDragon (777 HK), Trading Buy (Maintained), TP: HKD24.14 (Maintained) - Positive Profit Alert
|
|
2017/08/17
|
Comapny Update
|
Geely Automobile Holdings (175 HK), Buy (from Neutral), TP: HKD23.10 (from HKD15.60) - Another Big Model Cycle To Drive 2018 Earnings
|
|
2017/08/16
|
Regional Daily
|
Regional Morning Matters 08.16.2017
|
|
2017/08/16
|
Sector Update
|
China Bank Sector, Overweight (Maintained) - Sector Data Indicates a Promising Outlook
|
|
2017/08/16
|
Results Review
|
China Everbright (257 HK), Buy (Maintained), TP: HKD12.80 (from HKD12.20) - Enjoying The Troika Ride
|
|
2017/08/16
|
Results Review
|
Anta Sports (2020 HK), Buy (Maintained), TP: HKD33.00 (from HKD31.00) - Wider GPM Leads To An Outperformance In 1H17
|
|
2017/08/16
|
Results Review
|
Sunny Optical (2382 HK), Buy (from Neutral), TP: HKD126 (from HKD101) - Solidifying Its Moat Against Competition
|
|
2017/08/16
|
Corporate News Flash
|
Longfor Properties (960 HK), Buy (Maintained), TP: HKD22.40 (Under Review) - Slight Miss But Margin And Dividend Shone
|
|
2017/08/16
|
Corporate News Flash
|
Geely Automobile Holdings (175 HK), Neutral, TP: HKD15.60 (Both Under Review) - Strong 1H17 Results Beat Consensus
|
|
2017/08/15
|
Regional Daily
|
Regional Morning Matters 08.15.2017
|
|
2017/08/15
|
Corporate News Flash
|
Sunny Optical (2382 HK), Neutral, TP: HKD100.50 (Both Under Review) - Beat Expectations On Better GPM
|
|
2017/08/15
|
Corporate News Flash
|
Agile Group Holdings (3383 HK), Neutral, TP: HKD8.50 (Under Review) - Positive Earnings Alert On Margin Expansion
|
|
2017/08/15
|
Corporate News Flash
|
Anta Sports (2020 HK), Buy, TP: HKD31.00 (Both Under Review) - Strong Set Of 1H Results
|
|
2017/08/14
|
Regional Daily
|
Regional Morning Matters 08.14.2017
|
|
2017/08/14
|
Corporate News Flash
|
China Unicom (762 HK), Buy (Maintained), TP: 12.90 (Maintained) - Profitability Keeps Improving
|
|
2017/08/14
|
Results Review
|
Li Ning (2331 HK), Sell (Maintained), TP: HKD5.20 (from HKD4.60) - Higher Expenses Expected In 2H17
|
|
2017/08/11
|
Regional Daily
|
Regional Morning Matters 08.11.2017
|
|
2017/08/11
|
Results Review
|
China Overseas Grand Oceans Group (81 HK), Sell (Maintained), TP: 2.80 (from HKD2.50) - Lacking a Catalyst For Upgrade
|
|
2017/08/11
|
Corporate News Flash
|
Beijing Enterprises Water (371 HK), Buy (Maintained), TP: HKD6.90 (Maintained) - Another Step Of Asset-Light Growth
|
|
2017/08/11
|
Results Review
|
China Mobile (941 HK), Buy (Maintained), TP: HKD113 (from HKD108) - Special Dividend Surprise On Top Of Decent Results
|
|
2017/08/10
|
Results Review
|
CIFI Holdings Group (884 HK), Buy (Maintained), TP: HKD5.00 (from HKD4.40) - An Attractive Growth Player
|
|
2017/08/10
|
Corporate News Flash
|
HK Exchanges (388 HK), Neutral (Maintained), TP: HKD225 (Maintained) - A Commendable 2Q17 YoY Surge In SADV
|
|
2017/08/10
|
Corporate News Flash
|
China Mobile (941 HK), Buy (Maintained), TP: HKD108.00 (Under Review) - Special Dividend To Reward Shareholders
|
|
2017/08/09
|
Corporate News Flash
|
CIFI Holdings (884 HK), Buy (Maintained), TP: HKD4.40 (Under Review) - Interim Earnings Beat Expectation On Higher GPM
|
|
2017/08/09
|
Regional Daily
|
Regional Morning Matters 08.09.2017
|
|
2017/08/09
|
Comapny Update
|
Tongda Group (698 HK), Neutral (from Buy), TP: HKD2.20 (from HKD3.50) - Another Potential Headwind
|
|
2017/08/09
|
Sector Update
|
China Auto & Autoparts Sector, Neutral (Maintained) - July Sales Exceed Consensus
|
|
2017/08/08
|
Regional Daily
|
Regional Morning Matters 08.08.2017
|
|
2017/08/08
|
Corporate News Flash
|
Tongda Group (698 HK), Buy (Under Review), TP: HKD3.50 (Under Review) - Profit Warning Disappointing The Market
|
|
2017/08/08
|
Sector News Flash
|
China Auto & Autoparts Sector, NEUTRAL - July Auto Sales-Exceeding Expectations
|
|
2017/08/07
|
Regional Daily
|
Regional Morning Matters 07.08.2017
|
|
2017/08/07
|
Sector Update
|
Regional Thematic Research - Technology - Expecting a Robust 2H17
|
|
2017/08/04
|
Regional Daily
|
Regional Morning Matters 08.04.2017
|
|
2017/08/04
|
Comapny Update
|
Tianneng Power (819 HK), Buy (Maintained), TP: HKD7.70 (from HKD8.30) - Solid Lead-Acid, Sluggish LIB
|
|
2017/08/04
|
Sector News Flash
|
Hardware & Equipment Sector, Overweight (Maintained) - Still a Healthy Growth Momentum For Major Brands
|
|
2017/08/03
|
Regional Daily
|
Regional Morning Matters 08.03.2017
|
|
2017/08/03
|
Sector Update
|
China Bank Sector, Overweight (from Neutral) - Preparing For a Catch-up Rally
|
|
2017/08/03
|
Sector News Flash
|
Hong Kong Retail, Neutral (Maintained) - Retail Sales Missed Expectations
|
|
2017/08/03
|
Comapny Update
|
HK Exchanges (388 HK), Neutral (from Buy), TP: HKD225 (from HKD222) - Expected Earnings Growth Already Priced In
|
|
2017/08/02
|
Regional Daily
|
Regional Morning Matters 08.02.2017
|
|
2017/08/02
|
Sector News Flash
|
Handset Components, Overweight (Maintained) - Apple's 4QFY17 Guidance & 3QFY17 Revenue Above
|
|
2017/08/01
|
Regional Daily
|
Regional Morning Matters 08.01.2017
|
|
2017/08/01
|
Corporate News Flash
|
Tongda Group (698 HK), Buy (Maintained), TP: HKD3.50 (Maintained) - New Growth Drivers Emerging, Buy On Weakness
|
|
2017/07/31
|
Regional Daily
|
Regional Morning Matters 07.31.2017
|
|
2017/07/31
|
Corporate News Flash
|
Xtep International Holdings (1368 HK), Buy (Maintained), TP: HKD4.90 (Maintained) - CFO Change In An Orderly Fashion
|
|
2017/07/28
|
Regional Daily
|
Regional Morning Matters 07.28.2017
|
|
2017/07/28
|
Sector Update
|
China Property Sector, Overweight (Maintained) - Earnings Surprise On The Upside
|
|
2017/07/28
|
Results Review
|
TCL Multimedia Technology (1070 HK), Neutral (Maintained), TP: HKD4.00 (from HKD3.90) - Improving Profitability
|
|
2017/07/28
|
Comapny Update
|
Longfor Properties (960 HK), Buy (Maintained), TP: HKD22.40 (from HKD20.50) - Robust Growth Outlook
|
|
2017/07/28
|
Comapny Update
|
CIFI Holdings (884 HK), Buy (Maintained), TP: HKD4.40 (from HKD3.10) - Still A Growth Player Over The Long Term
|
|
2017/07/28
|
Comapny Update
|
Agile Group Holdings (3383 HK), Neutral (from Sell), TP: HKD8.50 (from HKD4.71) - Upgrade To NEUTRAL On Recovery In Low-Tier Cities
|
|
2017/07/28
|
Comapny Update
|
Country Garden Holdings (2007 HK), Neutral (from Sell), TP: HKD9.60 (from HKD3.57) - Upgrade To NEUTRAL On Stronger Sales Outlook
|
|
2017/07/28
|
Comapny Update
|
Sunac China (1918 HK), Sell (Maintained), TP: HKD14.10 (from HKD7.06) - Looming Debt Concern Overshadows Earnings Growth
|
|
2017/07/27
|
Regional Daily
|
Regional Morning Matters 07.27.2017
|
|
2017/07/27
|
Comapny Update
|
Sunny Optical (2382 HK), Neutral (Maintained), TP: HKD100.50 (from HKD63.20) - Expecting Better Margins In Coming Years
|
|
2017/07/26
|
Regional Daily
|
Regional Morning Matters 07.26.2017
|
|
2017/07/26
|
Corporate News Flash
|
China Evergrande Group (3333 HK), Sell (Maintained), TP: HKD9.20 (Maintained) - In Line, But Sentiment Boost For Positive Profit Alert
|
|
2017/07/25
|
Comapny Update
|
China Merchants Bank (3968 HK), Buy (from Neutral), TP: HKD28.00 (from HKD21.70) - Stellar Performance Drives Sustained Re-rating
|
|
2017/07/25
|
Regional Daily
|
Regional Morning Matters 07.25.2017
|
|
2017/07/25
|
Corporate News Flash
|
Sunac China (1918 HK), Sell (Maintained), TP: HKD7.06 (Maintained) - Little Help From Share Placement
|
|
2017/07/24
|
Comapny Update
|
AAC Technologies (2018 HK), Buy (Maintained), TP: HKD131 (from HKD108) - Emerging Upside Potential From Optics
|
|
2017/07/24
|
Regional Daily
|
Regional Morning Matters 07.24.2017
|
|
2017/07/24
|
Comapny Update
|
Geely Automobile Holdings (175 HK), Neutral (Maintained), TP: HKD15.60 (from HKD14.20) - JV Structure Of Lynk & Co – Limited Downside Impact
|
|
2017/07/24
|
Comapny Update
|
Great Wall Motor Co (2333 HK), Sell (from Neutral), TP: HKD6.60 (from HKD8.13) - Negative Earnings Surprise Unveils Further Decline
|
|
2017/07/21
|
Regional Daily
|
Regional Morning Matters 07.21.2017
|
|
2017/07/21
|
Corporate News Flash
|
Geely Automobile Holdings (175 HK), Neutral (Maintained), TP: HKD14.20 (Under Review) - Lower-Than-Expected Contribution From Lynk & Co
|
|
2017/07/20
|
Regional Daily
|
Regional Morning Matters 07.20.2017
|
|
2017/07/20
|
Corporate News Flash
|
China Communications Construction (1800 HK), Buy (Maintained), TP: HKD12.40 (Maintained) - Further Focus On Core Business After Asset Disposal
|
|
2017/07/20
|
Corporate News Flash
|
Sunac China (1918 HK), Sell (Maintained), TP: HKD7.06 (Maintained) - Tripartite Transaction Less Favourable For Sunac
|
|
2017/07/19
|
Regional Daily
|
Regional Morning Matters 07.19.2017
|
|
2017/07/19
|
Comapny Update
|
Chinasoft (354 HK), Buy (Maintained), TP: HKD5.73 (from HKD5.32) - Entering Into Full Cooperation With Huawei Cloud
|
|
2017/07/18
|
Corporate News Flash
|
Great Wall Motor Co (2333 HK), Neutral (Maintained), TP: HKD8.13 (Maintained) - JV Only Positive In The Long Term
|
|
2017/07/18
|
Corporate News Flash
|
Chinasoft (354 HK), Buy (Maintained), TP: HKD5.32 (Maintained) - Entering Full Cooperation In Cloud With Huawei
|
|
2017/07/18
|
Ceasing Coverage
|
Belle International (1880 HK), Not Rated - Cease Coverage On Successful Privatisation
|
|
2017/07/18
|
Regional Daily
|
Regional Morning Matters 07.18.2017
|
|
2017/07/17
|
Regional Daily
|
Regional Morning Matters 07.17.2017
|
|
2017/07/17
|
Corporate News Flash
|
China South City (1668 HK), Buy (Maintained), TP: HKD2.00 (Maintained) - Positive 1QFY18 Contracted Sales
|
|
2017/07/14
|
Regional Daily
|
Regional Morning Matters 07.14.2017
|
|
2017/07/14
|
Comapny Update
|
Anta Sports (2020 HK), Buy (Maintained), TP: HKD31.00 (from HKD27.00) - Tangible And Achievable Growth Targets
|
|
2017/07/13
|
Sector Update
|
China Bank Sector, Neutral (Maintained) - Tight Liquidity Conditions May Persist
|
|
2017/07/13
|
Regional Daily
|
Regional Morning Matters 07.13.2017
|
|
2017/07/13
|
Corporate News Flash
|
China Everbright International (257 HK), Buy (Maintained), TP: HKD12.20 (Maintained) - Positive Profit Alert Beats Estimates
|
|
2017/07/12
|
Comapny Update
|
Sunac China (1918 HK), Sell (Maintained), TP: HKD7.06 (from HKD6.58) - Landbank Expansion Amid Alarming Gearing
|
|
2017/07/12
|
Regional Daily
|
Regional Morning Matters 07.12.2017
|
|
2017/07/12
|
Corporate News Flash
|
Lenovo Group (992 HK), Buy (Maintained), TP: HKD6.10 (Maintained) - PC Market Keeps Improving
|
|
2017/07/12
|
Sector News Flash
|
China Auto & Autoparts, Neutral - June Auto Sales Growth Is Modest And In Line
|
|
2017/07/11
|
Regional Daily
|
Regional Morning Matters 07.11.2017
|
|
2017/07/11
|
Corporate News Flash
|
Geely Automobile Holdings (175 HK), Neutral (Maintained), TP: HKD14.20 (Maintained) - Positive Profit Alert In Line With Expectations
|
|
2017/07/11
|
Corporate News Flash
|
Sunac China (1918 HK), Sell (Maintained), TP: HKD6.58 (Under review) - Higher Burden Amid Scale Expansion
|
|
2017/07/10
|
Sector News Flash
|
TV Manufacturing Sector, Overweight (Maintained) - Panel Pricing Downtrend Favours TV Vendors
|
|
2017/07/10
|
Regional Daily
|
Regional Morning Matters 07.10.2017
|
|
2017/07/10
|
Comapny Update
|
Greatview Aseptic Packaging (468 HK), Sell (from Neutral), TP: HKD3.90 (from HKD4.00) - Weak Orders In China Likely a Drag To 1H17
|
|
2017/07/07
|
Regional Daily
|
Regional Morning Matters 07.07.2017
|
|
2017/07/07
|
Comapny Update
|
NetDragon (777 HK), Trading Buy (Maintained), TP: HKD24.14 (Maintained) - Takeaways From Its Investor Day
|
|
2017/07/06
|
Regional Daily
|
Regional Morning Matters 07.06.2017
|
|
2017/07/06
|
Sector News Flash
|
China Telecommunications Sector, Overweight (Maintained) - An Overplay On 5G Capex Concerns
|
|
2017/07/05
|
Regional Daily
|
Regional Morning Matters 07.05.2017
|
|
2017/07/05
|
Sector News Flash
|
China Gas Utilities Sector, Overweight (Maintained) - Promotion Policy More Positive Than Expected
|
|
2017/07/05
|
Corporate News Flash
|
Tencent (700 HK), Buy (Maintained), TP: HKD303.00 (Maintained) - Long-Term Investment Thesis Remains Intact
|
|
2017/07/04
|
Regional Daily
|
Regional Morning Matters 07.04.2017
|
|
2017/07/04
|
Comapny Update
|
TCL Multimedia Technology (1070 HK), Neutral (Maintained), TP: HKD3.90 (from HKD3.78) - Enhancing The Visibility Of Its Smart TV Platform
|
|
2017/07/03
|
Regional Daily
|
Regional Morning Matters 07.03.2017
|
|
2017/07/03
|
Sector News Flash
|
China Banks Sector, Neutral (Maintained) - Delay Of Asset Management VAT a Slight Positive
|
|
2017/07/03
|
Comapny Update
|
Sunny Optical (2382 HK), Neutral (from Sell), TP: HKD63.20 (from HKD34.60) - Solid Outlook But Valuation Is Fair
|
|
2017/07/03
|
Corporate News Flash
|
China South City Holdings (1668 HK), Buy (Maintained), TP: HKD2.13 (Under Review) - Recovery In Progress Despite Earnings Miss
|
|
2017/06/30
|
Sector News Flash
|
Hong Kong Retail - Retail Sales Improve Slightly In May
|
|
2017/06/30
|
Regional Daily
|
Regional Morning Matters 06.30.2017
|
|
2017/06/29
|
Ceasing Coverage
|
Sound Global (967 HK), Not Rated (from Neutral) - Ceasing Coverage
|
|
2017/06/29
|
Regional Daily
|
Regional Morning Matters 06.29.2017
|
|
2017/06/29
|
Corporate News Flash
|
Beijing Enterprises Water (371 HK), Buy (Maintained), TP: HKD6.90 (Maintained) - Sound Global Shareholders Consider Privatisation
|
|
2017/06/28
|
Regional Daily
|
Regional Morning Matters 06.28.2017
|
|
2017/06/27
|
Regional Daily
|
Regional Morning Matters 06.27.2017
|
|
2017/06/27
|
Corporate News Flash
|
China Mengniu Dairy (2319 HK), Neutral (Maintained), TP: HKD17 (Maintained) - China Modern Dairy Hurt Mostly By One-Off Losses
|
|
2017/06/26
|
Sector Update
|
Telecommunications Sector, Overweight (Maintained) - An Overplay Of Intensifying Competition Concerns
|
|
2017/06/23
|
Regional Daily
|
Regional Morning Matters 06.23.2017
|
|
2017/06/23
|
Comapny Update
|
Inducstrial & Commercial Bank of China (1398 HK), Buy (Maintained), TP: HKD6.10 (Maintained) - Reverse Roadshow Takeaways
|
|
2017/06/23
|
Sector News Flash
|
Gas Utilities, Overweight (Maintained) - NDRC Guidance Offers Clarity On Regulatory Outlook
|
|
2017/06/22
|
Regional Daily
|
Regional Morning Matters 06.22.2017
|
|
2017/06/22
|
Results Review
|
China Gas Holdings (384 HK), Buy (Maintained), TP: HKD16.10 (from HKD14.10) - Head Start In Rural Market Deserves Re-Rating
|
|
2017/06/21
|
Comapny Update
|
Haitian International Holdings (1882 HK), Buy (Maintained), TP: HKD23.80 (from HKD21.60) - Expecting a Robust Year
|
|
2017/06/21
|
Regional Daily
|
Regional Morning Matters 06.21.2017
|
|
2017/06/21
|
Regional Thematic Research
|
OBOR In ASEAN - From Plan To Practice
|
|
2017/06/20
|
Regional Daily
|
Regional Morning Matters 06.20.2017
|
|
2017/06/20
|
Sector Update
|
China Auto & Auto parts Sector (Neutral) - New Parallel Measurement Draft Drives EV Growth
|
|
2017/06/19
|
Regional Daily
|
Regional Morning Matters 06.19.2017
|
|
2017/06/19
|
Comapny Update
|
Li Ning (2331 HK), Sell (from Neutral), TP: HKD4.60 (Maintained) - Share Price That Is Past Perfection
|
|
2017/06/16
|
Regional Daily
|
Regional Morning Matters 06.16.2017
|
|
2017/06/15
|
Regional Daily
|
Regional Morning Matters 06.15.2017
|
|
2017/06/15
|
Sector Update
|
China Bank Sector, Neutral (Maintained) - Deposit Funding The Key For Growth
|
|
2017/06/15
|
Results Review
|
Skyworth Digital (751 HK), Buy (Maintained), TP: HKD5.90 (from HKD6.40) - Set For a Strong Recovery Ahead
|
|
2017/06/14
|
Regional Daily
|
Regional Morning Matters 06.14.2017
|
|
2017/06/14
|
Corporate News Flash
|
Skyworth Digital (751 HK), Buy (Maintained), TP: HKD6.40 (Maintained) - First Look: Weak FY17 Results Mostly Priced In
|
|
2017/06/14
|
Results Review
|
NetDragon (777 HK), Trading Buy (from Neutral), TP: HKD24.06 (from HKD24.57) - On Track To Turn Profitable In 2017
|
|
2017/06/13
|
Regional Daily
|
Regional Morning Matters 06.13.2017
|
|
2017/06/12
|
Sector Update
|
China Property Sector - A Breather In The Near Term
|
|
2017/06/12
|
Regional Daily
|
Regional Morning Matters 06.12.2017
|
|
2017/06/09
|
Regional Daily
|
Regional Morning Matters 06.09.2017
|
|
2017/06/08
|
Regional Daily
|
Regional Morning Matters 06.08.2017
|
|
2017/06/08
|
Comapny Update
|
Agricultural Bank of China (1288 HK), Buy (from Neutral), TP: HKD4.20 (from HKD3.90) - Solid Funding Base Underpins Stable Growth
|
|
2017/06/07
|
Regional Daily
|
Regional Morning Matters 06.07.2017
|
|
2017/06/07
|
Corporate News Flash
|
Skyworth Digital (751 HK), Buy (Maintained), TP: HKD6.40 (Maintianed) - Tencent To Acquire Stake In Smart TV Platform
|
|
2017/06/07
|
Corporate News Flash
|
Geely Automobile Holdings (175 HK), Neutral (Maintained), TP: HKD14.20 (Maintained) - A Slight Miss For Sales In May
|
|
2017/06/06
|
Regional Daily
|
Regional Morning Matters 06.06.2017
|
|
2017/06/06
|
Corporate News Flash
|
China Lilang (1234 HK), Neutral (Maintained), TP: 4.90 (Maintained) - Winter 2017 Trade Fair Orders Recover As Expected
|
|
2017/06/06
|
Sector News Flash
|
Auto & Autoparts (Neutral) - EV Permit Halt Benefits Existing EV Manufacturers
|
|
2017/06/05
|
Regional Daily
|
Regional Morning Matters 06.05.2017
|
|
2017/06/05
|
Corporate News Flash
|
China Gas Holdings (384 HK), Buy (Maintained), TP: HKD14.10 (Maintained) - Positive Profit Alert In Line With Expectations
|
|
2017/06/05
|
Comapny Update
|
Geely Automobile Holdings (175 HK), Neutral (from Buy), TP: HKD14.20 (from HKD12.00) - Strong Growth, But Too Expensive
|
|
2017/06/02
|
Regional Daily
|
Regional Morning Matters 06.02.2017
|
|
2017/06/02
|
Corporate News Flash
|
Hong Kong Retail Sector - April Retail Sales Normalize After a Strong March
|
|
2017/06/02
|
Comapny Update
|
China Evergrande Group (3333 HK), Sell (Maintained), TP: HKD9.20 (from HKD3.63) - Valuation Overshoot Despite Improving Fundamentals
|
|
2017/06/02
|
Comapny Update
|
Truly International (732 HK), Sell (Maintained), TP: HKD1.91 (Maintained) - Uncertainties Still Ahead
|
|
2017/06/01
|
Regional Daily
|
Regional Morning Matters 06.01.2017
|
|
2017/06/01
|
Results Review
|
Lenovo Group (992 HK), Buy (Maintained), TP: HKD6.10 (from HKD6.63) - Early Signs Of a Turnaround
|
|
2017/05/31
|
Regional Daily
|
Regional Morning Matters 05.31.2017
|
|
2017/05/31
|
Corporate News Flash
|
CRRC Corp (1766 HK), Buy (Maintained), TP: HKD8.25 (Maintained) - Fair Deal On Potential Acquisition
|
|
2017/05/31
|
Comapny Update
|
China Communications Construction (1800 HK). Buy (from Neutral), TP: HKD12.40 (from HKD7.88) - Well-Positioned With Support From Government
|
|
2017/05/30
|
Regional Daily
|
Regional Morning Matters 05.30.2017
|
|
2017/05/29
|
Regional Daily
|
Regional Morning Matters 05.29.2017
|
|
2017/05/26
|
Regional Daily
|
Regional Morning Matters 05.26.2017
|
|
2017/05/26
|
Corporate News Flash
|
Xtep International (1368 HK), Buy (Maintained), TP: HKD4.90 (Maintained) - 4Q17 Trade Fair Remains Unexciting
|
|
2017/05/25
|
Regional Daily
|
Regional Morning Matters 05.25.2017
|
|
2017/05/25
|
Sector Update
|
Strategy - Hong Kong - Modest Impact From Moody’s Downgrade
|
|
2017/05/25
|
Results Review
|
I.T [999 HK], Buy [Maintained], TP: HKD3.80 [from HKD 3.50] - Big Aspirations For China Expansion
|
|
2017/05/25
|
Regional Daily
|
Regional Morning Matters 05.24.2017
|
|
2017/05/24
|
Corporate News Flash
|
Tongda Group (698 HK), Buy (Maintained), TP: HKD3.50 (Maintained) - Outlook Still Solid
|
|
2017/05/24
|
Corporate News Flash
|
Truly International (732 HK), Sell (Maintained), TP: HKD1.91 (Maintained) - Negative Profit Alert From AMOLED Factory Loss
|
|
2017/05/24
|
Comapny Update
|
Tianneng Power (819 HK), Buy (Maintained), TP: HKD8.30 (Maintained) - Market Discipline Implies Stable Margins Outlook
|
|
2017/05/24
|
Results Review
|
Kingsoft (3888 HK), Buy [Maintained], TP: HKD27.03 [from HKD25.64] - Cloud And Mobile Games To Drive Growth
|
|
2017/05/23
|
Regional Daily
|
Regional Morning Matters 05.23.2017
|
|
2017/05/23
|
Comapny Update
|
China Railway Construction (1186 HK), Neutral (from Buy), TP: HKD11.20 (from HKD14.38) - Solid Growth Albeit At a Fair Valuation
|
|
2017/05/22
|
Regional Daily
|
Regional Morning Matters 05.22.2017
|
|
2017/05/19
|
Regional Daily
|
Regional Morning Matters 05.19.2017
|
|
2017/05/19
|
Corporate News Flash
|
China Unicom (762 HK), Buy (Maintained), TP: HKD12.90 (Maintained) - Shaanxi Branch Found Inflating Revenue
|
|
2017/05/19
|
Corporate News Flash
|
China Mengniu Dairy (2319 HK), Neutral (Maintained), TP: HKD17 (Maintained) - Proposed CB Issue Is Financially Favourable
|
|
2017/05/18
|
Regional Daily
|
Regional Morning Matters 05.18.2017
|
|
2017/05/18
|
Results Review
|
Tencent (700 HK). Buy (Maintained), TP: HKD303 (from HKD253) - Strong Mobile Games Drives Higher Growth
|
|
2017/05/17
|
Corporate News Flash
|
Techtronic Industries (669 HK), Buy (Maintained), TP: HKD37 (Maintained) - Continuous Solid Beat From Home Depot
|
|
2017/05/17
|
Regional Daily
|
Regional Morning Matters 05.17.2017
|
|
2017/05/17
|
Results Review
|
Belle International (1880 HK), Neutral (from Sell), TP: HKD6.30 (from HKD3.90) - All Eyes On The Privatisation Proposal Now
|
|
2017/05/16
|
Sector Update
|
Gas Utilities, Overweight (Maintained) - Too Early To Be Pessimistic
|
|
2017/05/16
|
Regional Daily
|
Regional Morning Matters 05.16.2017
|
|
2017/05/15
|
Regional Daily
|
Regional Morning Matters 05.15.2017
|
|
2017/05/15
|
Sector Update
|
China Bank Sector - Sector Divergence To Persist
|
|
2017/05/15
|
Results Review
|
AAC Technologies (2018 HK), Buy (from Neutral), TP: HKD108 (from HKD86) - Short-Sell Report Not Convincing, Buy On Dip
|
|
2017/05/15
|
Comapny Update
|
Biostime International (1112 HK), Sell (from Neutral), TP: HKD19 (from HKD23) - The Case Of An Unequal Treaty Revealed
|
|
2017/05/12
|
Regional Daily
|
Regional Morning Matters 05.12.2017
|
|
2017/05/12
|
Corporate News Flash
|
AAC Technologies (2018 HK), Neutral (maintained), TP: HKD86.00 (maintained) - High Profitability Is Justified
|
|
2017/05/12
|
Corporate News Flash
|
Country Garden (2007 HK), Sell (maintained), TP: HKD3.57 (maintained) - No Impact From Associate President Resigning
|
|
2017/05/11
|
Comapny Update
|
China Railway Group (390 HK), Neutral (from Buy), TP: HKD6.70 (from HKD10.89) - Solid Growth Limited By Margin Contraction
|
|
2017/05/11
|
Corporate News Flash
|
HK Exchanges (388 HK), Buy (Maintained), TP: HKD222 (Maintained) - Strength From Southbound ADV
|
|
2017/05/10
|
Comapny Update
|
Skyworth Digital (751 HK), Buy (Maintained), TP: HKD6.40 (from HKD7.00) - Trough behind, Buy On Weakness
|
|
2017/05/10
|
Corporate News Flash
|
China Unicom (762 HK) - SAPPRFT’s Involvement May Bring In 700MHz
|
|
2017/05/09
|
Regional Daily
|
Regional Morning Matters 05.09.2017
|
|
2017/05/08
|
Regional Daily
|
Regional Morning Matters 05.08.2017
|
|
2017/05/08
|
Sector Update
|
Gas Utilities Sector - The Buying Window Opens Again
|
|
2017/05/08
|
Comapny Update
|
China Gas Holdings (384 HK), Buy (Maintained), TP: HKD14.10 (from HKD13.10) - Embracing The Blue Ocean Rural Market Market Cap
|
|
2017/05/08
|
Comapny Update
|
HK Exchanges (388 HK), Buy (Maintained), TP: HKD222 (from HKD238) - Mild SADV Improvement But Outlook Positive
|
|
2017/05/05
|
Regional Daily
|
Regional Morning Matters 05.04.2017
|
|
2017/05/05
|
Regional Daily
|
Regional Morning Matters 05.05.2017
|
|
2017/05/05
|
Initiation
|
China Automobiles & Components Initiation - Competition in the New Era
|
|
2017/05/02
|
Results Review
|
China Everbright Bank (6818 HK), Sell, TP: HKD3.20 (both maintained) - Margins Pressure Lingers On Weak Funding Base
|
|
2017/05/02
|
Regional Daily
|
Regional Morning Matters 02.05.2017
|
|
2017/05/02
|
Results Review
|
Industrial & Commercial Bank of China (1398 HK), Buy, TP: HKD6.10 (both maintained) - Stable Growth With Margins Recovery
|
|
2017/05/02
|
Results Review
|
Bank of Communications (3328 HK), Neutral, TP: HKD6.20 (both maintained) - Among The Most Impacted By Liquidity Tightening
|
|
2017/05/02
|
Results Review
|
Bank of China (3988 HK), Buy, TP: HKD4.70 (both maintained) - NPL Digestion Accelerates
|
|
2017/05/02
|
Results Review
|
Agricultural Bank of China (1288 HK), Neutral, TP: HKD3.90 (from HKD 3.40) - Brighter Asset Quality Outlook
|
|
2017/04/28
|
Regional Daily
|
Regional Morning Matters 04.28.2017
|
|
2017/04/28
|
Results Review
|
China Construction Bank (939 HK), Buy [Maintained], TP: HKD7.70 [Maintained] - Well Positioned Against Regulatory Headwinds
|
|
2017/04/28
|
Results Review
|
China Merchants Bank (3968 HK), Neutral (Maintained), TP: HKD21.70 (Maintained) - Resilient Margin On Improving Funding Mix
|
|
2017/04/28
|
Results Review
|
TCL Multimedia (1070 HK), Neutral (Maintained), TP: HKD3.78 (from HKD3.80) - More Catalysts Needed
|
|
2017/04/28
|
Results Review
|
CRRC Corp (1766 HK), Buy (Maintained), TP: HKD8.25 (from HKD8.86) - Outlook Still Solid Despite Short-Term Miss
|
|
2017/04/27
|
Regional Daily
|
Regional Morning Matters 04.27.2017
|
|
2017/04/27
|
Results Review
|
China Minsheng Banking Corp (1988 HK), Sell (Maintained), TP: HKD7.00 (from HKD7.40) - Policy Tightening Remains Key Challenge
|
|
2017/04/27
|
Corporate News Flash
|
Tongda Group Holdings (698 HK), Buy (Maintained), TP: HKD3.50 (Maintained) - Glass Casing Kicking In
|
|
2017/04/27
|
Sector Update
|
On The Road With RHB - South Korea TMT Tour - A Cradle For Innovations
|
|
2017/04/26
|
Regional Daily
|
Regional Morning Matters 04.26.2017
|
|
2017/04/26
|
Results Review
|
China CITIC Bank (998 HK), Neutral (maintained), TP: HKD5.20 (maintained) - Lacklustre Growth Outlook
|
|
2017/04/25
|
Regional Daily
|
Regional Morning Matters 04.25.2017
|
|
2017/04/25
|
Sector News Flash
|
RHB: On The Road With RHB - China Sportswear/Footwear Tour - Athleisure is a Dominating Trend
|
|
2017/04/24
|
Regional Daily
|
Regional Morning Matters 04.24.2017
|
|
2017/04/24
|
Results Review
|
China Unicom (762 HK), Buy (Maintained), TP: HKD12.90 (from HKD13.00) - Turnaround Panning Out
|
|
2017/04/21
|
Regional Daily
|
Regional Morning Matters 04.21.2017
|
|
2017/04/21
|
Results Review
|
China Mobile (941 HK), Buy (Maintained), TP: HKD108.00 (Maintained) - A Good Start To The Year
|
|
2017/04/20
|
Regional Daily
|
Regional Morning Matters 04.20.2017
|
|
2017/04/20
|
Sector Update
|
On The Road With RHB - Taiwan TMT Tour - The Leader In Semiconductor And Handset Components
|
|
2017/04/19
|
Regional Daily
|
Regional Morning Matters 04.19.2017
|
|
2017/04/19
|
Coporate News Flash
|
Tianneng Power (819 HK), Buy (maintained), TP: HKD8.30 (maintained) - Unjustified Selloff Creates Entry Opportunity
|
|
2017/04/18
|
Sector News Flash
|
China Bank Sector - Subdued Loan Growth On Credit Rationing
|
|
2017/04/18
|
Regional Daily
|
Regional Morning Matters 04.18.2017
|
|
2017/04/17
|
Regional Daily
|
Regional Morning Matters 04.17.2017
|
|
2017/04/13
|
Regional Daily
|
Regional Morning Matters 04.13.2017
|
|
2017/04/13
|
Company Update
|
CPMC Holdings (906 HK), Buy [Maintained], TP: HKD5.60 [Maintained] - Raw Material Price Inflation Could Be a Net Positive
|
|
2017/04/12
|
Regional Daily
|
Regional Morning Matters 04.12.2017
|
|
2017/04/12
|
Sector Update
|
Environmental Control Sector - What We Like And Don’t Like, And Why
|
|
2017/04/11
|
Regional Daily
|
Regional Morning Matters 04.11.2017
|
|
2017/04/11
|
Company Update
|
Skyworth Digital (751 HK), Buy (Maintained), TP: HKD7.00 (from HKD8.00) - Buy On Dips Given The Expected Strong Rebound
|
|
2017/04/10
|
Regional Daily
|
Regional Morning Matters 04.10.2017
|
|
2017/04/10
|
Company Update
|
VST Holdings (856 HK), Buy (Maintained), TP: HKD3.21 (from HKD2.47) - Solid Growth Supported By Good Execution
|
|
2017/04/07
|
Company Update
|
China Unicom (762 HK), Buy (Maintained), TP: HKD 13.00 (from HKD11.70) - Mixed Ownership To Bring In More Positives
|
|
2017/04/07
|
Regional Daily
|
Regional Morning Matters 04.07.2017
|
|
2017/04/06
|
Regional Daily
|
Regional Morning Matters 04.06.2017
|
|
2017/04/05
|
Regional Daily
|
Regional Morning Matters 04.05.2017
|
|
2017/04/05
|
Company Update
|
Techtronic Industries (669 HK), Buy (Maintained0, TP: HKD37.00 (Maintained) - Outlook Remains Solid
|
|
2017/04/05
|
Company Update
|
CT Environmental (1363 HK), Buy (maintained), TP: HKD2.20 (from HKD2.15) - New Sludge Treatment Contracts A Boost To Earnings
|
|
2017/04/04
|
Regional Daily
|
Regional Morning Matters 04.04.2017
|
|
2017/04/03
|
Regional Daily
|
Regional Morning Matters 04.03.2017
|
|
2017/04/03
|
Results Review
|
Bank of China (3988 HK), Buy [Maintained], TP: HKD4.70 [from HKD4.50] - Brighter Outlook For FY17
|
|
2017/04/03
|
Results Review
|
CT Environmental (1363 HK), Buy (maintained), TP: HKD2.15 (from HKD2.50) - All Eyes On New Projects
|
|
2017/03/31
|
Regional Daily
|
Regional Morning Matters 31.03.2017
|
|
2017/03/31
|
Results Review
|
Industrial & Commercial Bank of China (1398 HK), Buy [Maintained], TP: HKD6.10 [from HKD5.80] - Improving Business Structure As Growth Driver
|
|
2017/03/31
|
Results Review
|
China Travel International (308 HK), Neutral [Maintained], TP: HKD2.26 [from HKD2.40] - Outlook Still Cloudy
|
|
2017/03/31
|
Results Review
|
Beijing Enterprises Water (371 HK), Buy [Maintained], TP: HKD6.90 [from HKD7.30] - Big Deals Landing In 2017
|
|
2017/03/31
|
Results Review
|
China Mengniu Dairy (2319 HK), Neutral (from Buy), TP: HKD10.30 (from HKD8.60) - Upgrade To BUY As Value Emerges After Correction
|
|
2017/03/31
|
Results Review
|
Digital China (861 HK), Neutral (from Trading Buy), TP: HKD7.54 (from HKD8.71) - Business In Transition, Uncertainties Ahead
|
|
2017/03/30
|
Results Review
|
China Construction Bank (939 HK), Buy [Maintained], TP: HKD7.70 [from HKD7.40] - Approaching Asset Quality Turning Point
|
|
2017/03/30
|
Results Review
|
Shimao Property Holdings (813 HK), Buy [Maintained], TP: HKD14.60 [from HKD14.30] - Ready For Recovery
|
|
2017/03/30
|
Results Review
|
CPMC Holdings (906 HK), Buy [Maintained], TP: HKD5.60 [from HKD5.20] - Benefits Of SOE Reform Are Materialising
|
|
2017/03/30
|
Results Review
|
CRRC Corp (1766 HK), Buy [Maintained], TP: HKD8.86 [from HKD8.00] - Strong Recovery Expected In 2017
|
|
2017/03/30
|
Non-Rated Note
|
Canvest Environmental Protection (1381), Not Rated - Growing In The Greenhouse
|
|
2017/03/29
|
Regional Daily
|
Regional Morning Matters 03.29.2017
|
|
2017/03/29
|
Results Review
|
China Evergrande Group (3333 HK), SELL [Maintained], TP: HKD3.63 [from HKD3.20] - Expensive Valuations On Gloomy Fundamentals
|
|
2017/03/29
|
Results Review
|
China Resources Gas (1193 HK), Buy [Maintained], TP: HKD30.40 [from HKD28.80] - Remain Hopeful
|
|
2017/03/29
|
Results Review
|
Sunac China Holdings (1918 HK), SELL [from Neutral], TP: HKD6.58 [from HKD5.89] - Now Overpriced With Mixed Fundamentals
|
|
2017/03/29
|
Results Review
|
Chinasoft International (354 HK), Buy [Maintained], TP: HKD5.32 [from HKD4.51] - Strong Growth With High Visibility
|
|
2017/03/29
|
Results Review
|
Biostime International Holdings (1112 HK), Neutral [Maintained], TP: HKD23.00 [from HKD20.00] - Growth Momentum To Decelerate
|
|
2017/03/29
|
Results Review
|
Bank of Communications (3328 HK), Neutral [Maintained], TP: HKD6.20 [from HKD5.90] - NIM Pressure Lingers On Unfavourable Funding Mix
|
|
2017/03/28
|
Regional Daily
|
Regional Morning Matters 03.28.2017
|
|
2017/03/28
|
Results Review
|
Tianneng Power (819 HK), Buy [Maintained], TP: HKD8.30 [from HKD8.10] - Optimistic On Further GPM Expansion
|
|
2017/03/28
|
Results Review
|
Shenzhou International (2313 HK), Buy [Maintained], TP: HKD56.00 [from HKD53.60] - Long-Term Growth Story Intact
|
|
2017/03/28
|
Results Review
|
Greatview Aseptic Packaging (468 HK), Neutral [Maintained], TP: HKD4.00 [Maintained] - A Faster Europe To Save a Slower China
|
|
2017/03/28
|
Results Review
|
Greentown China Holdings (3900 HK), Sell [from Neutral], TP: HKD6.48 [from HKD5.96] - Concerns On a Valuation Overshoot
|
|
2017/03/27
|
Results Review
|
China Merchants Bank (3968 HK), Neutral [Maintained], TP: HKD21.70 [from HKD20.00] - Improving Asset Quality Outlook Likely Priced In
|
|
2017/03/27
|
Results Review
|
Longfor Properties Co (960 HK), Buy [Maintained], TP: HKD15.40 [from HKD13.87] - Still a Solid Mid Cap Play
|
|
2017/03/27
|
Regional Daily
|
Regional Morning Matters 03.27.2017
|
|
2017/03/24
|
Regional Daily
|
Regional Morning Matters 24.03.2014
|
|
2017/03/24
|
Results Review
|
China CITIC Bank (998 HK), Neutral (maintained), TP: HKD5.20 (from 4.80) - Weak Capital Position Hinders Asset Growth
|
|
2017/03/24
|
Results Review
|
China Mobile (941 HK), Buy (maintained), TP: HKD108.00 (from 112.00) - Starting To Reward Shareholders
|
|
2017/03/24
|
Results Review
|
Country Garden (2007 HK), Sell [Maintained], TP: HKD3.57 [from HKD3.11] - Still Overpriced Despite Better Fundamentals
|
|
2017/03/24
|
Results Review
|
Dynagreen Environmental Protection (1330 HK), Buy [Maintained], TP: HKD5.10 [from HKD4.68] -
|
|
2017/03/24
|
Results Review
|
KWG Property (1813 HK), Buy [Maintained], TP: HKD 7.50 [from HKD7.00] - Likely To Play Catch-Up
|
|
2017/03/24
|
Results Review
|
NetDragon (777 HK), Neutral [Maintained], TP: HKD24.57 [from HKD26.30] - Outlook Turns Better But Still Early Days
|
|
2017/03/24
|
Results Review
|
Li Ning (2331 HK), Neutral [Maintained], TP: HKD4.60 [from HKD4.30] - Patience Still Needed
|
|
2017/03/24
|
Results Review
|
China Overseas Grand Oceans Group (81 HK), Sell [Maintained], TP: HKD2.50 [from HKD2.21] - Even More Expensive As Fundamentals Remain Weak
|
|
2017/03/23
|
Results Review
|
China Resource Land (1109 HK), Buy [Maintained], TP: HKD28.72 [from HKD27.84] - Steady Outlook With Undemanding Valuation
|
|
2017/03/23
|
Results Review
|
Regional Morning Matters 03.23.2017
|
|
2017/03/23
|
Results Review
|
AAC Technologies (2018 HK), Neutral [Maintained], TP: HKD86.00 [from HKD75.30] - Expecting Solid Growth Ahead
|
|
2017/03/23
|
Results Review
|
China Overseas (688 HK), Buy [Maintained], TP: HKD31.10 [from HKD33.80] - Likely To Beat Conservative Sales Target
|
|
2017/03/23
|
Results Review
|
Tencent (700 HK), Buy [Maintained], TP: HKD253.00 [from HKD237.00] - Another Strong Quarter
|
|
2017/03/22
|
Results Review
|
Kingsoft (3888 HK), Buy [Maintained], TP: HKD25.64 [from HKD21.48] - Strong Growth Driven By Games And Cloud
|
|
2017/03/22
|
Regional Daily
|
Regional Morning Matters 03.22.2017
|
|
2017/03/22
|
Results Review
|
China State Construction (3311 HK), Buy [Maintained], TP: HKD15.70 [from HKD14.60] - Continuing To Grow Strong
|
|
2017/03/22
|
Results Review
|
TCL Mutimedia (1070 HK), Neutral [from Sell], TP: HKD3.80 [from HKD3.46] - More Favourable Operating Environment Ahead
|
|
2017/03/21
|
Results Review
|
Tongda Group Holdings (698 HK), Buy [Maintained], TP: HKD3.50 [from HKD2.50] - Triple Drivers – Metal/Glass Casing And Waterproof
|
|
2017/03/21
|
Regional Daily
|
Regional Morning Matters 03.21.2017
|
|
2017/03/20
|
Regional Daily
|
Regional Morning Matters 03.20.2017
|
|
2017/03/20
|
Sector News Flash
|
Real Estate - More Tightening Measures In Selected Cities
|
|
2017/03/20
|
Results Review
|
Xtep International Holdings (1368 HK), Buy [Maintained], TP: HKD4.90 [from HKD 5.20] - Still Represents Good Value
|
|
2017/03/20
|
Results Review
|
Truly International (732 HK), Sell [Maintained], TP: HKD1.91 [from HKD1.94] - Prospects increasingly cloudy
|
|
2017/03/17
|
Results Review
|
Trinity (891 HK), Sell [Maintained], TP: HKD0.40 [from HKD0.50] - Visibility Remains Low
|
|
2017/03/17
|
Results Review
|
Kingdee (268 HK), Neutral [from Buy], TP: HKD3.27 [from HKD3.78] - Fairly Priced
|
|
2017/03/17
|
Regional Daily
|
Regional Morning Matters 03.17.2017
|
|
2017/03/16
|
Regional Daily
|
Regional Morning Matters 03.16.2017
|
|
2017/03/16
|
Results Review
|
Techtronic Industries (669 HK), Buy [Maintained], TP: HKD37.00 [from HKD35.50] - Lifting TP On More Optimistic Outlook
|
|
2017/03/16
|
Results Review
|
Agile Group Holdings (3383 HK), Sell [Neutral], TP: HKD4.71 [from HKD11.90] - Downgrade On Rich Valuations
|
|
2017/03/16
|
Results Review
|
China Unicom (762 HK), Buy [Maintained], TP: HKD11.70 [Both Maintained] - Big Capex Cut a Key Positive Surprise
|
|
2017/03/15
|
Regional Daily
|
Regional Morning Matters 03.15.2017
|
|
2017/03/15
|
Results Review
|
Sunny Optical (2382 HK), Sell [Maintained], TP: HKD34.60 [from HKD30.60] - Share Price Still Overshoots
|
|
2017/03/14
|
Regional Daily
|
Regional Morning Matters 03.14.2017
|
|
2017/03/14
|
Results Review
|
China Lilang (1234 HK), Neutral [maintained], TP: HKD4.90 [from HKD4.70] - Trade Fair Bottoms Out
|
|
2017/03/13
|
Regional Daily
|
Regional Morning Matters 03.13.2017
|
|
2017/03/13
|
Coporate News Flash
|
China State Construction (3311 HK), Buy [maintained], TP: HKD14.60 [both maintained] - Strong New Contracts Growth In February
|
|
2017/03/10
|
Regional Daily
|
Regional Morning Matters 03.10.2017
|
|
2017/03/09
|
Regional Daily
|
Regional Morning Matters 03.09.2017
|
|
2017/03/09
|
Results Review
|
CIFI Holdings Group (884 HK), Buy [Maintained], TP: HKD3.10 [from HKD2.70] - TP Rises On More Buoyant Prospect
|
|
2017/03/08
|
Regional Daily
|
Regional Morning Matters 03.08.2017
|
|
2017/03/08
|
Company Update
|
Chinasoft International (354 HK), Buy [Maintained], TP: HKD4.51 [Both Maintained] - Rapid Growth To Continue
|
|
2017/03/07
|
Regional Daily
|
Regional Morning Matters 03.07.2017
|
|
2017/03/06
|
Regional Daily
|
Regional Morning Matters 03.06.2017
|
|
2017/03/06
|
Results Review
|
Texhong Textile Group (2678 HK), Neutral [maintained], TP: HKD11.40 [both maintained] - Outlook Remains Tepid
|
|
2017/03/03
|
Sector Update
|
China Retail Sector - Channel Checking In Shenzhen
|
|
2017/03/03
|
Regional Daily
|
Regional Morning Matters 03.03.2017
|
|
2017/03/02
|
Regional Daily
|
Regional Morning Matters 03.02.2017
|
|
2017/03/01
|
Results Review
|
China Everbright (257 HK), Buy [maintained], TP: HKD12.20 [from HKD10.30] - Winner Of China’s WTE Boom
|
|
2017/03/01
|
Results Review
|
Xinyi Glass Holdings (868 HK), Buy [Maintained], TP: HKD9.00 [from HKD8.40] - TP Rises On An Even More Promising Outlook
|
|
2017/03/01
|
Regional Daily
|
Regional Morning Matters 03.01.2017
|
|
2017/02/28
|
Regional Daily
|
Regional Morning Matters 02.28.2017
|
|
2017/02/27
|
Regional Daily
|
Regional Morning Matters 02.27.2017
|
|
2017/02/27
|
Sector Update
|
China Engineering & Construction Sector - New Progress On PPP Securitisation
|
|
2017/02/24
|
Regional Daily
|
Regional Morning Matters 02.24.2017
|
|
2017/02/23
|
Regional Daily
|
Regional Morning Matters 02.23.2017
|
|
2017/02/23
|
Results Review
|
Anta Sports (2020 HK), Buy [Maintained], TP: HKD27.00 [from HKD24.00] - Strong FY16 Results With Promising Outlook
|
|
2017/02/22
|
Regional Daily
|
Regional Morning Matters 02.22.2017
|
|
2017/02/22
|
Company Update
|
Shenzhou International (2313 HK), Buy [from Neutral], TP: HKD53.60 - Attractive Once Again
|
|
2017/02/21
|
Regional Daily
|
Regional Morning Matters 02.21.2017
|
|
2017/02/20
|
Regional Daily
|
Regional Morning Matters 02.20.2017
|
|
2017/02/17
|
Sector Update
|
Real Estate - Still Upbeat Despite ST Profit-taking Risk
|
|
2017/02/17
|
Regional Daily
|
Regional Morning Matters 02.17.2017
|
|
2017/02/17
|
Company Update
|
Lenovo Group (992 HK), Buy[Maintianed], TP: HKD6.63 [from HKD7.00] - Recovery On Right Track But Slower Than Expected
|
|
2017/02/16
|
Regional Daily
|
Regional Morning Matters 02.16.2017
|
|
2017/02/15
|
Regional Daily
|
Regional Morning Matters 02.15.2017
|
|
2017/02/15
|
Sector News Flash
|
China Bank Sector - Off-Balance Sheet Financing Fuels Strong TSF
|
|
2017/02/14
|
Sector Update
|
China Dairy Sector - Dairy Upcycle In Progress
|
|
2017/02/13
|
Regional Daily
|
Regional Morning Matters 02.13.2017
|
|
2017/02/13
|
Company Update
|
Sunny Optical (2382 HK), Sell [Maintained], TP: HKD30.60 [from HKD27.20] - Still TOo Pricey Despite a Stronger Outlook
|
|
2017/02/13
|
Company Update
|
China South City (1668 HK), Buy, TP: HKD2.13[Both Maintained] - Strong Recovery Countinues
|
|
2017/02/10
|
Regional Daily
|
Regional Morning Matters 02.10.2017
|
|
2017/02/09
|
Sector News Flash
|
Real Estate - Earlier-Than-Expected Contracted Sales Recovery
|
|
2017/02/09
|
Regional Daily
|
Regional Morning Matters 02.09.2017
|
|
2017/02/08
|
Company Update
|
Haitian Intl (1882 HK), Neutral [from Buy], TP: HKD17.20 [maintained] - Solid Fundamentals Largely Priced In
|
|
2017/02/08
|
Regional Daily
|
Regional Morning Matters 02.08.2017
|
|
2017/02/07
|
Company Update
|
Dynagreen Environmental (1330 HK), Buy [maintained], TP: HKD4.68 [both maintained] - Positive Profit Alert Signals Another Beat
|
|
2017/02/06
|
Sector Update
|
China Bank Sector - Alternative Rate Hike To Curb Credit Expansion
|
|
2017/02/06
|
Regional Daily
|
Regional Morning Matters 02.06.2017
|
|
2017/02/03
|
Regional Daily
|
Regional Morning Matters 02.03.2017
|
|
2017/02/02
|
Regional Daily
|
Regional Morning Matters 02.02.2017
|
|
2017/02/01
|
Company Update
|
China Everbright (257 HK), Buy [maintained], TP: HKD10.30 [both maintained] - CEG IPO Reactivated, New Funding Channel a Positive
|
|
2017/02/01
|
Regional Daily
|
Regional Morning Matters 02.01.2017
|
|
2017/01/27
|
Regional Daily
|
Regional Morning Matters 01.27.2017
|
|
2017/01/27
|
Company Update
|
China Unicom (762 HK), Buy [maintained], TP: HKD11.70 (from HKD12.70) - Still Set For a Major Turnaround
|
|
2017/01/26
|
Regional Daily
|
Regional Morning Matters 01.26.2017
|
|
2017/01/25
|
Regional Daily
|
Regional Morning Matters 01.25.2017
|
|
2017/01/25
|
Sector Update
|
China Property Sector - Real Estate - Still Expecting Post-CNY Recovery in Contracted Sales
|
|
2017/01/24
|
Regional Daily
|
Regional Morning Matters 01.24.2017
|
|
2017/01/24
|
Company Update
|
Xtep International Holdings (1368 HK), Buy [Maintained], TP: HKD5.20 [from HKD 5.70] - Attractively Priced As Concerns Are Overdone
|
|
2017/01/23
|
Regional Daily
|
Regional Morning Matters 01.23.2017
|
|
2017/01/19
|
Regional Daily
|
Regional Morning Matters 01.19.2017
|
|
2017/01/18
|
Regional Daily
|
Regional Morning Matters 01.18.2017
|
|
2017/01/18
|
Company Update
|
Techtronic Industries (669 HK), Buy[maintained], TP: HKD35.50 [both maintained] - Even More Attractive Now
|
|
2017/01/17
|
Regional Daily
|
Regional Morning Matters 01.17.2017
|
|
2017/01/16
|
Regional Daily
|
Regional Morning Matters 01.16.2017
|
|
2017/01/13
|
Regional Daily
|
Regional Morning Matters 01.13.2017
|
|
2017/01/12
|
Regional Daily
|
Regional Morning Matters 01.12.2017
|
|
2017/01/11
|
Company Update
|
Tianneng Power (819 HK), Buy [maintained], TP: HKD8.10 [From HKD8.20] - Fundamentals Intact Despite Policy Headwinds
|
|
2017/01/11
|
Regional Daily
|
Regional Morning Matters 01.11.2017
|
|
2017/01/10
|
Regional Daily
|
Regional Morning Matters 01.10.2017
|
|
2017/01/09
|
Sector News Flash
|
Handset Components - CES 2017 - Waterproof Adoption On The Rise
|
|
2017/01/09
|
Regional Daily
|
Regional Morning Matters 01.09.2017
|
|
2017/01/06
|
Regional Daily
|
Regional Morning Matters 01.06.2017
|
|
2017/01/05
|
Regional Daily
|
Regional Morning Matters 01.05.2017
|
|
2017/01/05
|
Coporate News Flash
|
China Mengniu (2319 HK), Buy [Maintained], TP: HKD18.00 [Both Maintained] - Increasing Stake in CMD - a Strategic Move
|
|
2017/01/04
|
Regional Daily
|
Regional Morning Matters 01.04.2017
|
|
2017/01/03
|
Sector Update
|
Gas Utilities - The Natural Choice For a Cleaner Future
|
|
2017/01/03
|
Regional Daily
|
Regional Morning Matters 01.03.2017
|
|
2016/12/16
|
Regional Daily
|
Regional Morning Matters 12.16.2016
|
|
2016/12/16
|
Sector Update
|
China Property Sector - Orderly Consolidation Continues
|
|
2016/12/16
|
Company Update
|
China Mengniu Dairy (2319 HK), Buy[maintained], TP: HKD18.00 [from HKD19.00] - Staying Positive Despite Profit Warning
|
|
2016/12/16
|
Sector News Flash
|
China Bank Sector - Property Tightening And Rising Yields: Limited Impact
|
|
2016/12/15
|
Regional Daily
|
Regional Morning Matters 12.15.2016
|
|
2016/12/14
|
Company Update
|
Dynagreen Environmental (1330 HK), Buy [maintained], TP: HKD4.68 [from 4.80] - Undervalued Even Under The Worst Case Scenario
|
|
2016/12/14
|
Regional Daily
|
Regional Morning Matters 12.14.2016
|
|
2016/12/13
|
Initiation
|
China Unicom (762 HK), Buy, TP: HKD12.65 - Playing Catch Up
|
|
2016/12/13
|
Regional Daily
|
Regional Morning Matters 12.13.2016
|
|
2016/12/12
|
Regional Daily
|
Regional Morning Matters 12.12.2016
|
|
2016/12/12
|
Company Update
|
China Everbright (257 HK), Buy [from Neutral], TP: HKD10.30 [from HKD8.60] - Upgrade To BUY As Value Emerges After Correction
|
|
2016/12/09
|
Coporate News Flash
|
Xinyi Glass Holdings (868 HK), Buy (maintained), TP: HKD8.40 (both maintained) - Qianhai Land Acquisition a Long Term Strategic Move
|
|
2016/12/09
|
Regional Daily
|
Regional Morning Matters 12.09.2016
|
|
2016/12/08
|
Regional Daily
|
Regional Morning Matters 12.08.2016
|
|
2016/12/07
|
Regional Daily
|
Regional Morning Matters 12.07.2016
|
|
2016/12/07
|
Company Update
|
CIFI Holdings Group (884 HK), Buy (maintained), TP: HKD2.70 (from HKD2.50) - Lifting TP On Stronger Fundamentals
|
|
2016/12/06
|
Regional Daily
|
Regional Morning Matters 12.06.2016
|
|
2016/12/05
|
Company Update
|
Tianneng Power (819 HK), Buy (maintained), TP: HKD8.20 (both maintained) - Limited Impact Of LIB & EV Policy Uncertainties
|
|
2016/12/05
|
Regional Daily
|
Regional Morning Matters 12.05.2016
|
|
2016/12/02
|
Regional Daily
|
Regional Morning Matters 12.02.2016
|
|
2016/12/02
|
Company Update
|
CT Environmental (1363 HK), Buy (maintained), TP: HKD2.50 (from HKD2.80) - Rebuttal Convincing; Buy On Weakness
|
|
2016/12/01
|
Results Review
|
China Huishan Dairy (6863 HK), SELL (maintained), TP: HKD2.00 (from HKD1.80) - Still Overvalued Despite Brighter Prospects
|
|
2016/12/01
|
Regional Daily
|
Regional Morning Matters 12.01.2016
|
|
2016/11/30
|
Regional Daily
|
Regional Morning Matters 11.30.2016
|
|
2016/11/30
|
Sector News Flash
|
China Properties Sector - Further Tightening Measures In Shanghai & Tianjin
|
|
2016/11/29
|
Regional Daily
|
Regional Morning Matters 11.29.2016
|
|
2016/11/29
|
Results Review
|
China South City (1668 HK), Buy (from neutral), TP: HKD2.13 (from 1.50) - Upgrade To Buy On Sustainable Recovery
|
|
2016/11/28
|
Regional Daily
|
Regional Morning Matters 11.28.2016
|
|
2016/11/28
|
Company Update
|
Mengniu (2319 HK), Buy (maintained), TP: HKD19.00 (from HKD16.80) - Still Positive After Site Visit To New Zealand IMF Plant
|
|
2016/11/25
|
Regional Daily
|
Regional Morning Matters 11.25.2016
|
|
2016/11/24
|
Regional Daily
|
Regional Morning Matters 11.24.2016
|
|
2016/11/24
|
Results Review
|
Skyworth Digital (751 HK), Buy (maintained), TP: HKD8.00 (from HKD9.10) - Prospects Remain Promising Despite Setback
|
|
2016/11/23
|
Regional Daily
|
Regional Morning Matters 11.23.2016
|
|
2016/11/22
|
Regional Daily
|
Regional Morning Matters 11.22.2016
|
|
2016/11/22
|
Company Update
|
Haitian International Holdings (1882 HK), Buy (maintained), TP: HKD17.20 (both maintained) - Outlook Stays Solid For The Market Leader
|
|
2016/11/21
|
Regional Daily
|
Regional Morning Matters 11.21.2016
|
|
2016/11/18
|
Regional Daily
|
Regional Morning Matters 11.18.2016
|
|
2016/11/18
|
Results Review
|
Truly International (732 HK), SELL (maintained), TP: HKD1.94 (from HKD2.05) - AMOLED Factory An Increasing Drag
|
|
2016/11/18
|
Results Review
|
Texwinca Holdings (321 HK), SELL (maintained), TP: HKD4.70 (from HKD4.90) - Weak Outlook Tempered By High Yield
|
|
2016/11/17
|
Regional Daily
|
Regional Morning Matters 11.17.2016
|
|
2016/11/16
|
Regional Daily
|
Regional Morning Matters 11.16.2016
|
|
2016/11/15
|
Regional Daily
|
Regional Morning Matters 11.15.2016
|
|
2016/11/15
|
Sector News Flash
|
China Banks Sector - Credit Growth To Moderate On Selective Tightening
|
|
2016/11/15
|
Sector Update
|
China Properties Sector - Awaiting a Recovery
|
|
2016/11/15
|
Company Update
|
Texhong Textile Group (2678 HK), Neutral (maintained), TP: HKD11.40 (from HKD10.30) - GPM To Normalise On Stable Cotton Price Expectation
|
|
2016/11/15
|
Results Review
|
AAC Technologies (2018 HK), Neutral (maintained), TP: HKD75.30 (both maintained) - Robust Outlook Clouded By Leshi
|
|
2016/11/14
|
Regional Daily
|
Regional Morning Matters 11.14.2016
|
|
2016/11/14
|
Company Update
|
Xinyi Glass Holdings (868 HK), Buy (maintained), TP: HKD8.40 (both maintained) - Concerns Overdone, Still a Buy
|
|
2016/11/11
|
Regional Daily
|
Regional Morning Matters 11.11.2016
|
|
2016/11/10
|
Regional Daily
|
Regional Morning Matters 11.10.2016
|
|
2016/11/10
|
Company Update
|
CT Environmental (1363 HK), Buy (maintained), TP: HKD2.80 (from HKD3.00) - Slight Hiccup On the Road To Growth
|
|
2016/11/09
|
Regional Daily
|
Regional Morning Matters 11.09.2016
|
|
2016/11/08
|
Regional Daily
|
Regional Morning Matters 11.08.2016
|
|
2016/11/08
|
Company Update
|
Texwinca (321 HK), SELL (from Neutral), TP: HKD4.90 (from HKD6.20) - De-rating Likely to Continue
|
|
2016/11/07
|
Regional Daily
|
Regional Morning Matters 11.07.2016
|
|
2016/11/04
|
Regional Daily
|
Regional Morning Matters 11.04.2016
|
|
2016/11/04
|
Results Review
|
Lenovo Group (992 HK), Buy (maintained), TP: HKD7.00 (from HKD7.73) - Recovery At PC And Mobile Units Continue
|
|
2016/11/03
|
Regional Daily
|
Regional Morning Matters 11.03.2016
|
|
2016/11/03
|
Company Update
|
Kingsoft (3888 HK), Buy (maintained) TP: HKD21.48 (from HKD21.03) - Games And Cloud Units Moving On The Fast Track
|
|
2016/11/02
|
Regional Daily
|
Regional Morning Matters 11.02.2016
|
|
2016/11/02
|
Company Update
|
Biostime (1112 HK), Neutral (maintained), TP: HKD20.00 (from HKD22.00) - Outlook For Swisse Product Sales Worsens
|
|
2016/11/01
|
Regional Daily
|
Regional Morning Matters 11.01.2016
|
|
2016/11/01
|
Results Review
|
China Minsheng Banking Corp (1988 HK), SELL (maintained), TP: HKD7.40 (both maintained), - Capital Depletion Accelerates
|
|
2016/10/31
|
Results Review
|
Industrial & Commercial Bank of China (1398 HK), Buy (maintained), TP" HKD5.80 (both maintained) - Outlook For Margins Improves
|
|
2016/10/31
|
Results Review
|
Agricultural Bank of China (1288 HK), Neutral (maintained), TP: HKD3.40 (from HKD 3.60) - Asset Quality Pressure Persists
|
|
2016/10/31
|
Regional Daily
|
Regional Morning Matters 10.31.2016
|
|
2016/10/31
|
Company Update
|
China State Construction (3311 HK), Buy (maintained), TP: HKD12.70 (from HKD12.60) - Positive Takeaways From Reverse Roadshow
|
|
2016/10/28
|
Regional Daily
|
Regional Morning Matters 10.28.2016
|
|
2016/10/28
|
Company Update
|
China Travel International (308 HK), Neutral (maintained), TP: HKD2.40 (both maintained) - Lack of Imminent Catalysts
|
|
2016/10/28
|
Results Review
|
China Construction Bank (939 HK), Buy (maintained), TP: HKD7.40 (from HKD7.10) - NPL Disposal Speeds Up
|
|
2016/10/28
|
Company Update
|
ANTA Sports Products Ltd (2020 HK), Buy (from Neutral), TP: HKD24.00 (from HKD19.00) - Sustained High Growth From Market Leader
|
|
2016/10/27
|
Regional Daily
|
Regional Morning Matters 10.27.2016
|
|
2016/10/27
|
Results Review
|
Bank of China (3988 HK), Buy (maintained), TP: HKD4.20 (from HKD4.10) - Improving Asset Quality Trend
|
|
2016/10/27
|
Results Review
|
Belle International Holdings Ltd (1880 HK), SELL (from Neutral), TP: HKD3.90 (both maintained) - Challenges Remain
|
|
2016/10/26
|
Results Review
|
I.T Ltd (999 HK), Buy (maintained), TP: HKD3.50 (from HKD3.10) - Rising Above The Crowd
|
|
2016/10/26
|
Regional Daily
|
Regional Morning Matters 10.26.2016
|
|
2016/10/25
|
Regional Daily
|
Regional Morning Matters 10.25.2016
|
|
2016/10/25
|
Corporate New Flash
|
Tongda (698 HK), Buy, TP: HKD2.50 (both maintained) - Further Ramp Up in 4Q Likely
|
|
2016/10/25
|
Results Review
|
TCL Multimedia Technology (1070 HK), SELL (maintained), TP: 3.46 (from HKD 3.56) - Improving But Still Behind Expectations
|
|
2016/10/24
|
Results Review
|
China Mobile (941 HK), Buy, TP: HKD112.0(Both Maintained) - Solid Growth Ahead Despite a Hiccup In 3Q16
|
|
2016/10/24
|
Regional Daily
|
Regional Morning Matters 10.24.2016
|
|
2016/10/24
|
Results Review
|
China State Construction (3311 HK), Buy, TP: HKD12.6(Both Maintained)-Topline Ramping Up In 4Q16
|
|
2016/10/20
|
Regional Daily
|
Regional Morning Matters 10.20.2016
|
|
2016/10/19
|
Regional Daily
|
Regional Morning Matters 10.19.2016
|
|
2016/10/19
|
Sector Update
|
RHB: China Property Sector - A Welcome Breather Likely In Near Term
|
|
2016/10/18
|
Regional Daily
|
Regional Morning Matters 10.18.2016
|
|
2016/10/18
|
Company Update
|
RHB: Xtep (1368 HK), BUY, TP: HKD5.70(Both Maintained) - Solid Fundamentals Not Priced In Yet
|
|
2016/10/17
|
Regional Daily
|
Regional Morning Matters 10.17.2016
|
|
2016/10/17
|
Corporate News Flash
|
RHB: China South City (1668 HK), NEUTRAL, TP: HKD1.50 (both maintained) - Contracted Sales Growth To Continue In 2HFY17
|
|
2016/10/14
|
Regional Daily
|
Regional Morning Matters 10.14.2016
|
|
2016/10/14
|
Company Update
|
COGO (81 HK), SELL (maintained), TP: HKD2.21 (from HKD2.18) - Acquisitions From Parent To Have Mixed Impact
|
|
2016/10/13
|
Regional Daily
|
Regional Morning Matters 10.13.2016
|
|
2016/10/12
|
Regional Daily
|
Regional Morning Matters 10.12.2016
|
|
2016/10/12
|
Sector News Flash
|
Handset Components - Samsung’s Loss Is Others’ Gain
|
|
2016/10/11
|
Regional Daily
|
Regional Morning Matters 10.11.2016
|
|
2016/10/11
|
Company Update
|
Tianneng Power (819 HK), Buy (from Neutral), TP: HKD8.20 (from HKD5.72) - A Lead-Acid Play With a Lithium Edge
|
|
2016/10/10
|
Regional Daily
|
Regional Morning Matters 10.10.2016
|
|
2016/10/07
|
Regional Daily
|
Regional Morning Matters 10.07.2016
|
|
2016/10/06
|
Sector Initiation
|
China Banks Sector - Stay Selective Amidst A Still Challenging Outlook
|
|
2016/10/06
|
Regional Daily
|
Regional Morning Matters 10.06.2016
|
|
2016/10/05
|
Company Update
|
Pacific Online (543 HK), Neutral (Maintained),TP: HKD2.16 (from HKD2.28) -Still Facing Challenging Times
|
|
2016/10/05
|
Regional Daily
|
Regional Morning Matters 10.05.2016
|
|
2016/10/04
|
Regional Daily
|
Regional Morning Matters 10.04.2016
|
|
2016/10/04
|
Sector Update
|
China Property Sector - New Measures Still Unlikely To Have Big Impact
|
|
2016/10/03
|
Sector Update
|
China Waste-to-Energy Sector - Likely Small Impact Of Tariff Cut Risk
|
|
2016/09/30
|
Regional Daily
|
Regional Morning Matters 09.30.2016
|
|
2016/09/30
|
Company Update
|
Evergrande (3333 HK), SELL (maintained), TP: HKD3.20 (from HKD3.00) - Negligible Boost From Disposal of Non-core Assets
|
|
2016/09/29
|
Regional Daily
|
Regional Morning Matters 09.29.2016
|
|
2016/09/29
|
Company Update
|
Sunac China (1918 HK), NEUTRAL (from Buy), TP: HKD5.89 (from HKD6.80) - Impact Of Recent Developments Slightly Negative
|
|
2016/09/28
|
Regional Daily
|
Regional Morning Matters 09.28.2016
|
|
2016/09/28
|
Company Update
|
Shenzhou International (2313 HK), Neutral (from Buy), TP: HKD 53.60 (from HKD 47.00) - Outlook Still Solid But Looks Priced In
|
|
2016/09/27
|
Regional Daily
|
Regional Morning Matters 09.27.2016
|
|
2016/09/26
|
Regional Daily
|
Regional Morning Matters 09.26.2016
|
|
2016/09/26
|
Company Update
|
Lenovo Group (992 HK), Buy, TP: HKD7.73(Both maintained) - Notebook Recovery Gathering Steam
|
|
2016/09/23
|
Regional Daily
|
Regional Morning Matters 09.23.2016
|
|
2016/09/23
|
Corporate News Flash
|
Kangda Int’l Environmental (6136 HK), Neutral, TP: HKD1.70 (both maintained) - Connected Transaction Increases Uncertainty
|
|
2016/09/22
|
Regional Daily
|
Regional Morning Matters 09.22.2016
|
|
2016/09/21
|
Company Update
|
China Mobile (941 HK), Buy, TP: HKD112.00(Both Maintained) - Outlook Stays Solid
|
|
2016/09/21
|
Regional Daily
|
Regional Morning Matters 09.21.2016
|
|
2016/09/20
|
Regional Daily
|
Regional Morning Matters 09.20.2016
|
|
2016/09/20
|
Sector Update
|
China Property Sector - Upcoming Peak Season To Drive Sales
|
|
2016/09/19
|
Regional Daily
|
Regional Morning Matters 09.19.2016
|
|
2016/09/19
|
Company Update
|
Texhong Textile Group (2678 HK), Neutral (from Buy), TP: HKD 10.3 (from HKD 9.0) - Time to Take a Breather
|
|
2016/09/15
|
Regional Daily
|
Regional Morning Matters 09.15.2016
|
|
2016/09/14
|
Regional Daily
|
Regional Morning Matters 09.14.2016
|
|
2016/09/14
|
Reinitiating Coverage
|
Xinyi Glass Holdings (868 HK), Buy (maintained), TP: HKD 8.40 (from HKD 5.20) - Recovery to Continue
|
|
2016/09/13
|
Regional Daily
|
Regional Morning Matters 09.13.2016
|
|
2016/09/13
|
Company Update
|
Chinasoft (354 HK), Buy(maintained), TP HKD4.51(from HKD 4.29) – Mixed Impact From Termination Of Back-Door Listing
|
|
2016/09/09
|
Regional Daily
|
Regional Morning Matters 09.09.2016
|
|
2016/09/09
|
Company Update
|
HK Exchanges (388 HK), BUY (maintained), TP: HKD238 (from HKD 215) - The Best Is Yet To Be
|
|
2016/09/08
|
Regional Daily
|
Regional Morning Matters 09.08.2016
|
|
2016/09/08
|
Company Update
|
Techtronic Industries (669 HK), BUY, TP: HKD35.50 (both maintained) - Expecting Better Results
|
|
2016/09/07
|
Regional Daily
|
Regional Morning Matters 09.07.2016
|
|
2016/09/06
|
Regional Daily
|
Regional Morning Matters 09.06.2016
|
|
2016/09/05
|
Regional Daily
|
Regional Morning Matters 09.05.2016
|
|
2016/09/05
|
Corporate New Flash
|
CT Environmental (1363 HK), Buy, TP: HKD3.00 (both maintained) - NDR Takeaways: Geographical Expansion In Sight
|
|
2016/09/02
|
Regional Daily
|
Regional Morning Matters 09.02.2016
|
|
2016/09/02
|
Results Review
|
Digital China (861 HK), Trading Buy (from Buy) TP: HKD8.71 (from HKD8.89) - Battle for Control Still The Focus
|
|
2016/09/01
|
Regional Daily
|
Regional Morning Matters 09.01.2016
|
|
2016/09/01
|
Results Review
|
Evergrande (3333 HK), SELL (maintained), TP: HKD3.00 (from HKD3.05) - Still Expensive Given High Risk Profile
|
|
2016/09/01
|
Results Review
|
NetDragon (777 HK), Neutral(Maintained), TP HKD26.30(From HKD24.82) – Developments On Track But Largely Priced In
|
|
2016/08/31
|
Regional Daily
|
Regional Morning Matters 08.31.2016
|
|
2016/08/31
|
Results Review
|
Greatview Aseptic (468 HK, Neutral (maintained), TP: HKD4.00 (from 3.50)) - Seeking Growth in Europe
|
|
2016/08/31
|
Corporate News Flash
|
Wasion (3393 HK), Buy, TP: HKD 4.90(both maintained) - Weak SM Tender Not a Key Concern
|
|
2016/08/31
|
Results Review
|
Sunac China (1918 HK), BUY (maintained), TP: HKD6.80 (from HKD6.90) - Recovery In The Works
|
|
2016/08/31
|
Results Review
|
Shimao Property (813 HK), BUY (maintained), TP: HKD14.30 (from HKD15.74) - Recovery Intact
|
|
2016/08/31
|
Results Review
|
Beijing Enterprises Water (371 HK), Buy (maintained), TP: HKD 7.30 (from HKD 6.10) - Fuelling Growth Via Flexible Financing Channels
|
|
2016/08/30
|
Results Review
|
Greentown China (3900 HK), NEUTRAL, TP: HKD5.96 (both maintained) - Lacking Catalysts For Upgrade
|
|
2016/08/30
|
Regional Daily
|
Regional Morning Matters 08.30.2016
|
|
2016/08/30
|
Results Review
|
CT Environmental (1363 HK), Buy, TP: HKD 3.00 (both maintained) - Becoming An Integrated Waste Treatment Supplier
|
|
2016/08/30
|
Results Review
|
Anta (2020 HK, Neutral (from BUY), TP: HKD19.00 (maintained)) - Solid Outlook But Fairly Priced
|
|
2016/08/29
|
Regional Daily
|
Regional Morning Matters 08.29.2016
|
|
2016/08/29
|
Results Review
|
CR Land (1109 HK), BUY, TP: HKD27.84 (both maintained) - Still Our Favourite Large-Cap Pick
|
|
2016/08/29
|
Results Review
|
AAC Technologies (2018 HK), NEUTRAL (Maintained), TP: HKD75.30 (From HKD59.50) - Looking Towards a Stronger 2H16
|
|
2016/08/29
|
Results Review
|
KWG Property (1813 HK), BUY, TP: HKD7.00 (both maintained) - Still An Undervalued Quality Mid-Cap Developer
|
|
2016/08/29
|
Results Review
|
CPMC (906 HK), BUY (from Neutral), TP: HKD5.20 (from HKD3.80) - New Shareholder Likely To Boost Efficiency
|
|
2016/08/26
|
Regional Daily
|
Regional Morning Matters 08.26.2016
|
|
2016/08/26
|
Results Review
|
Biostime (1112 HK), Neutral (maintained), TP: HKD22.0 (from HKD25.0) - Swisse Slowdown Remains The Primary Concern
|
|
2016/08/26
|
Results Review
|
Mengniu (2319 HK), BUY (maintained), TP: HKD16.80 (from HKD15.20) - Recovery in Sight
|
|
2016/08/25
|
Results Review
|
Chinasoft (354 HK), Buy (Maintained), TP: HKD4.29 (from 3.83)-Strong Growth With High Visibility
|
|
2016/08/25
|
Regional Daily
|
Regional Morning Matters 08.25.2016
|
|
2016/08/24
|
Regional Daily
|
Regional Morning Matters 08.24.2016
|
|
2016/08/24
|
Results Review
|
Agile Property (3383 HK), NEUTRAL (maintained), TP: HKD4.16 (from HKD4.24) - Fairly Valued Although Prospects Remain Challenging
|
|
2016/08/24
|
Results Review
|
Kangda Int’l Environmental (6136 HK), Neutral (maintained), TP: HKD1.70 (from HKD1.90) - Rising Gearing The Glass Ceiling
|
|
2016/08/24
|
Results Review
|
VST (856 HK), Buy (maintained), TP HKD2.47 (from HKD2.53)– Expanding Product Lines To Tackle Headwinds
|
|
2016/08/23
|
Regional Daily
|
Regional Morning Matters 08.23.2016
|
|
2016/08/23
|
Results Review
|
COLI (81 HK), BUY, TP: HKD33.80 (both maintained) - Solid Fundamentals Remain Intact
|
|
2016/08/23
|
Results Review
|
Xtep (1368 HK), BUY (maintained, TP: HKD5.70 (from HKD5.80)) - Emerging Leader Still a Value Play
|
|
2016/08/23
|
Results Review
|
CRRC Corp (1766 HK), Neutral, TP: HKD 7.00 (both maintained) - Still Tepid Outlook
|
|
2016/08/23
|
Results Review
|
Wasion (3393 HK), BUY (Maintained), TP: HKD4.90 (from HKD5.60) - Recovering From The Trough
|
|
2016/08/22
|
Regional Daily
|
Regional Morning Matters 08.22.2016
|
|
2016/08/22
|
Results Review
|
Techtronic (669 HK), Buy (From NEUTRAL) , TP: HKD35.50 (From HKD31.70) - Market Leader Now Attractively Priced
|
|
2016/08/22
|
Results Review
|
Kingsoft (3888 HK), Buy (maintained), TP: HKD21.03 (from HKD21.16) - Strong Game and Cloud Businesses
|
|
2016/08/22
|
Results Review
|
Dynagreen (1330 HK), Buy (maintained), TP: HKD4.80 (from HKD4.50) - Still Inexpensive; Rerating Hangs On Project Execution
|
|
2016/08/22
|
Results Review
|
Truly (732 HK), SELL (maintained), TP: HKD2.05 (from HKD1.83) - Headwinds To Persist
|
|
2016/08/19
|
Regional Daily
|
Regional Morning Matters 08.19.2016
|
|
2016/08/19
|
Company Update
|
Kangda International (6136 HK), Neutral (maintained), TP: HKD1.90 (from HKD1.75) - Another PPP Project Win; 1H16 Results Preview
|
|
2016/08/19
|
Results Review
|
Haitian Intl (1882 HK), Buy (maintained), TP: HKD17.20 (From HKD15.50) - Steady Growth On Rising GPM
|
|
2016/08/19
|
Results Review
|
Country Garden (2007 HK), SELL (maintained), TP: HKD3.11 (from HKD2.77) - Pressure Remains On Fundamentals
|
|
2016/08/19
|
Results Review
|
COGO (81 HK), SELL, TP: HKD2.18 (both maintained) - Weak Fundamentals But Better-Than-Expected Results
|
|
2016/08/19
|
Results Review
|
Kingdee (268 HK), Buy (Maintained), TP: HKD3.78 (from HKD3.29)-Back to Growth
|
|
2016/08/19
|
Results Review
|
Lenovo Group (992 HK), Buy, TP: HKD 7.73 (both maintained)-Positive Signs Emerging Recovery On Track
|
|
2016/08/18
|
Regional Daily
|
Regional Morning Matters 08.18.2016
|
|
2016/08/18
|
Results Review
|
Longfor (960 HK), Buy, TP: HKD 13.87 (both maintained)-Still An Attractive Mid-cap Developer
|
|
2016/08/18
|
Results Review
|
Tencent (700 HK), Buy (Maintained) , TP: HKD237 (From HKD196) - Mobile Monetisation Continues
|
|
2016/08/18
|
Results Review
|
CIFI (884 HK), BUY (maintained), TP: HKD2.50 (from HKD2.20) - TP Rises On Higher GPM Prospects
|
|
2016/08/17
|
Regional Daily
|
Regional Morning Matters 08.17.2016
|
|
2016/08/17
|
Results Review
|
Sunny Optical (2382 HK), SELL (From NEUTRAL), TP: HKD27.20 (from HKD18.40) - Priced To Perfection
|
|
2016/08/17
|
Sector Update
|
Strategy - Hong Kong: Shenzhen-HK Stock Connect Approved
|
|
2016/08/16
|
Regional Daily
|
Regional Morning Matters 08.16.2016
|
|
2016/08/16
|
Sector Update
|
China Property Sector - Prospects Still Strong Despite July's Welcome Retreat
|
|
2016/08/16
|
Results Review
|
China Everbright International (257 HK), Neutral (maintained), TP: HKD8.60 (from HKD8.30) - Lower Interest Expense To The Rescue; Risks Remain
|
|
2016/08/16
|
Company Update
|
I.T (999 HK), BUY (maintained), TP: HKD3.10 (from HKD2.40)) - A Faster-Than-Expected Recovery
|
|
2016/08/16
|
Company Update
|
China State Construction (3311 HK), Buy (maintained), TP: HKD12.6 (from HKD14.30), Down But Not Out
|
|
2016/08/16
|
Results Review
|
Tongda (698 HK),Buy (maintained), TP: HKD2.50(from HKD2.20) - The Best Is Yet To Come
|
|
2016/08/15
|
Regional Daily
|
Regional Morning Matters 08.15.2016
|
|
2016/08/15
|
Results Review
|
TCL Multimedia Technology (1070 HK), SELL (maintained), TP: HKD3.56 (from HKD3.75)-Weaker Outlook After Poor 2Q
|
|
2016/08/12
|
Regional Daily
|
Regional Morning Matters 08.12.2016
|
|
2016/08/12
|
Results Review
|
China Mobile (941 HK), Buy (maintained), TP: HKD 112.00 (from HKD 110.00)- Impressive ARPU Uptake, Payout Hike More Likely
|
|
2016/08/12
|
Results Review
|
Li Ning (2331 HK), NEUTRAL (maintained, TP: HKD4.30 (from HKD3.80)) - Rebounding Into Profitability As Expected
|
|
2016/08/11
|
Sector Update
|
China Railway & Construction Sector - Over-Optimism On Railway FAI
|
|
2016/08/11
|
Regional Daily
|
Regional Morning Matters 08.11.2016
|
|
2016/08/10
|
Regional Daily
|
Regional Morning Matters 08.10.2016
|
|
2016/08/10
|
Company Update
|
Tongda (698 HK), (Buy, TP: HKD2.20) Both Maintained - Solid 1H Expected; 2H Likely Even Stronger
|
|
2016/08/10
|
Results Review
|
Trinity (891 HK), SELL, TP: HKD0.50 (both maintained)) - New CEO Offers Fresh Hope But Bleeding Worsens
|
|
2016/08/09
|
Regional Daily
|
Regional Morning Matters 08.09.2016
|
|
2016/08/09
|
Results Review
|
Sinosoft (1297 HK), Buy (Maintained), TP HKD538 (from HKD5.65)-Still Solid Prospects Despite 1H Slight Miss
|
|
2016/08/09
|
Results Review
|
China Lilang (1234 HK), Neutral (Maintained), TP: HKD4.7 (from HKD5.3) - Mounting Headwinds Tempered By High Yield
|
|
2016/08/08
|
Regional Daily
|
Regional Morning Matters 08.08.2016
|
|
2016/08/05
|
Regional Daily
|
Regional Morning Matters 08.05.2016
|
|
2016/08/04
|
Regional Daily
|
Regional Morning Matters 08.04.2016
|
|
2016/08/04
|
Company Update
|
Chinasoft (354 HK), Buy (Maintained), TP HKD3.83 (from HKD3.69)-Backdoor China Listing a Positive
|
|
2016/08/03
|
Regional Daily
|
Regional Morning Matters 08.03.2016
|
|
2016/08/03
|
Company Update
|
Sunac China (1918 HK), BUY (maintained), TP: HKD6.94 (from HKD8.06) - Profit Warning a Buying Opportunity
|
|
2016/08/03
|
Company Update
|
Kingdee (268 HK), Buy (from Neutral), TP: HKD3.29 (from HKD2.88)-Focus On Cloud ERP
|
|
2016/08/02
|
Regional Daily
|
Regional Morning Matters 08.02.2016
|
|
2016/08/01
|
Company Update
|
Beijing Enterprises Water (371 HK), BUY, TP: HKD 6.10 (both maintained)-Asset Injection Termination Removes Overhang
|
|
2016/08/01
|
Regional Daily
|
Regional Morning Matters 08.01.2016
|
|
2016/07/29
|
Regional Daily
|
Regional Morning Matters 07.29.2016
|
|
2016/07/29
|
Corporate News Flash
|
Anta Sports (2020 HK), Buy, TP: HKD 19.00 (both maintained)-Prospects Still Rosy Despite An Earlier Lunar New Year
|
|
2016/07/28
|
Regional Daily
|
Regional Morning Matters 07.28.2016
|
|
2016/07/28
|
Company Update
|
Kangda International (6136 HK), NEUTRAL (Maintained)- TP: HKD1.75 (from HKD1.80)-Financing Bottleneck And Low Visibility Remain
|
|
2016/07/27
|
Regional Daily
|
Regional Morning Matters 07.27.2016
|
|
2016/07/26
|
Regional Daily
|
Regional Morning Matters 07.26.2016
|
|
2016/07/26
|
Company Update
|
Dynagreen (1330 HK), Buy (maintained), TP: HKD4.50 (from HKD4.20)-Positive Profit Alert Ahead Of Expectation
|
|
2016/07/25
|
Regional Daily
|
Regional Morning Matters 07.25.2016
|
|
2016/07/25
|
Company Update
|
Lenovo Group (992 HK), Buy, TP: HKD 7.73 (both maintained)-Positive Signs Emerging
|
|
2016/07/22
|
Regional Daily
|
Regional Morning Matters 07.22.2016
|
|
2016/07/21
|
Regional Daily
|
Regional Morning Matters 07.21.2016
|
|
2016/07/21
|
Corporate News Flash
|
China Mobile (941 HK), Buy, TP: HKD 110.00 (both maintained)-Likely To Surpass 4G Target
|
|
2016/07/20
|
Regional Daily
|
Regional Morning Matters 07.20.2016
|
|
2016/07/19
|
Regional Daily
|
Regional Morning Matters 07.19.2016
|
|
2016/07/19
|
Company Update
|
China Everbright International (257 HK), NEUTRAL, TP: HKD 8.30 (both maintained)-Optimistic On WTE But Cautious On Biomass
|
|
2016/07/18
|
Regional Daily
|
Regional Morning Matters 07.18.2016
|
|
2016/07/18
|
Sector Update
|
China Property Sector - Outlook Even More Robust As Sales Surprise Again
|
|
2016/07/15
|
Regional Daily
|
Regional Morning Matters 07.15.2016
|
|
2016/07/14
|
Regional Daily
|
Regional Morning Matters 07.14.2016
|
|
2016/07/14
|
Corporate News Flash
|
Sinosoft (1297 HK), Buy, TP: HKD 5.65 (both maintained)-Well On Track
|
|
2016/07/14
|
Corporate News Flash
|
China South City (1668 HK), Neutral, TP: HKD 1.50 (both maintained)-Gradual Recovery In Contracted Sales
|
|
2016/07/13
|
Regional Daily
|
Regional Morning Matters 07.13.2016
|
|
2016/07/13
|
Corporate News Flash
|
China Mobile (941 HK), Buy, TP: HKD 110.00 (both maintained)-More Favourable Tower Lease Terms
|
|
2016/07/12
|
Regional Daily
|
Regional Morning Matters 07.12.2016
|
|
2016/07/12
|
Initiation
|
Sportswear, Overweight (Initial Rating) - A Sports Revolution
|
|
2016/07/12
|
Sector Initiation
|
Sportswear Sector- A Sports Revolution
|
|
2016/07/11
|
Regional Daily
|
Regional Morning Matters 07.11.2016
|
|
2016/07/08
|
Company Update
|
CT Environmental (1363 HK), Buy, TP: HKD3.00 (both maintained) - Site Visit Takeaways: Ramping Up HWT Capacities
|
|
2016/07/08
|
Regional Daily
|
Regional Morning Matters 07.08.2016
|
|
2016/07/07
|
Regional Daily
|
Regional Morning Matters 07.07.2016
|
|
2016/07/07
|
Company Update
|
China Mobile (941 HK, BUY, TP: HKD110.00) - Prospects Remain Solid
|
|
2016/07/05
|
Regional Daily
|
Regional Morning Matters 07.05.2016
|
|
2016/07/05
|
Corporate News Flash
|
CRRC (1766 HK), Neutral, TP: HKD 7.00 (both maintained) Core Business Still Slow; Potential In New Businesses
|
|
2016/07/04
|
Regional Daily
|
Regional Morning Matters 07.04.2016
|
|
2016/07/04
|
Results Review
|
Huishan Dairy (6863 HK), SELL (maintained), TP HKD1:80 (from HKD1.32) - Core Dairy Business Growing Resiliently
|
|
2016/07/01
|
Regional Daily
|
Regional Morning Matters 07.01.2016
|
|
2016/06/30
|
Regional Daily
|
Regional Morning Matters 06.30.2016
|
|
2016/06/30
|
Company Update
|
Chinasoft (354 HK, Buy , TP HKD3.69) – Strong Growth On Track
|
|
2016/06/30
|
Corporate News Flash
|
COLI (688 HK), BUY, TP: HKD33.80 (both maintained) - The Sizeable Acquisition Is Favorable
|
|
2016/06/29
|
Regional Daily
|
Regional Morning Matters 06.29.2016
|
|
2016/06/29
|
Results Review
|
China South City (1668 HK), NEUTRAL (maintained), TP: HKD1.50 (from HKD1.77) - Outlook Still Clouded But Appears Priced In
|
|
2016/06/28
|
Regional Daily
|
Regional Morning Matters 06.28.2016
|
|
2016/06/28
|
Corporate News Flash
|
CSCI (3311 HK), Buy, TP: HKD 14.30 (both maintained)-Building On a Bright Outlook
|
|
2016/06/27
|
Regional Daily
|
Regional Morning Matters 06.27.2016
|
|
2016/06/24
|
Regional Daily
|
Regional Morning Matters 06.24.2016
|
|
2016/06/24
|
Results Review
|
Textiles (1382 HK), NEUTRAL (Maintained), TP: HKD10.00 (From HKD11.50) - Generous Yield Tempers Slow Growth
|
|
2016/06/23
|
Regional Daily
|
Regional Morning Matters 06.23.2016
|
|
2016/06/23
|
Company Update
|
CRRC (1766 HK), Neutral (downgraded), TP: HKD 7.00 (from HKD 14.55) - A Tepid Outlook
|
|
2016/06/22
|
Regional Daily
|
Regional Morning Matters 06.22.2016
|
|
2016/06/22
|
Corporate News Flash
|
Tencent (700 HK, Buy, TP HKD196) – Buying Supercell To Enhance Mobile Game Business
|
|
2016/06/21
|
Regional Daily
|
Regional Morning Matters 06.21.2016
|
|
2016/06/21
|
Corporate News Flash
|
Agile Property (3383 HK), NEUTRAL, TP: HKD4.24 (both maintained) - Sustainability Of Recovery Still In Question
|
|
2016/06/20
|
Regional Daily
|
Regional Morning Matters 06.20.2016
|
|
2016/06/20
|
Results Review
|
Texwinca (321 HK), NEUTRAL (Downgrade), TP: HKD6.20 (From HKD9.00) - Still a Yield Play Despite Much Weaker Outlook
|
|
2016/06/17
|
Regional Daily
|
Regional Morning Matters 06.17.2016
|
|
2016/06/17
|
Sector Update
|
China Property Sector - Sales Set To Ease After Surprisingly Strong May
|
|
2016/06/16
|
Regional Daily
|
Regional Morning Matters 06.16.2016
|
|
2016/06/16
|
Results Review
|
Skyworth Digital (751 HK), BUY (Maintained), TP: HKD9.10 (from HKD8.30) - Still Too Undervalued Given The Rosy Outlook
|
|
2016/06/15
|
Regional Daily
|
Regional Morning Matters 06.15.2016
|
|
2016/06/14
|
Regional Daily
|
Regional Morning Matters 06.14.2016
|
|
2016/06/14
|
Company Update
|
Beijing Enterprises Water (371 HK), Buy (from Neutral), TP: HKD 6.10 (from HKD 4.80) - Unfairly-Punished Market Leader
|
|
2016/06/13
|
Regional Daily
|
Regional Morning Matters 06.13.2016
|
|
2016/06/13
|
Company Update
|
Haitian Intl (1882 HK), BUY, TP: HKD15.50 (Both maintained) - Order Flow Ramping Up
|
|
2016/06/10
|
Regional Daily
|
Regional Morning Matters 06.10.2016
|
|
2016/06/09
|
Regional Daily
|
Regional Morning Matters 06.09.2016
|
|
2016/06/08
|
Regional Daily
|
Regional Morning Matters 06.08.2016
|
|
2016/06/07
|
Regional Daily
|
Regional Morning Matters 06.07.2016
|
|
2016/06/07
|
Company Update
|
Digital China (861 HK, Buy, TP HKD8.89) – Fighting Back For Control
|
|
2016/06/06
|
Regional Daily
|
Regional Morning Matters 06.06.2016
|
|
2016/06/06
|
Initiating Coverage
|
China Mobile (941 HK, BUY, TP: HKD110.00) - Reaping The Fruits Of Rising Data Demand
|
|
2016/06/03
|
Regional Daily
|
Regional Morning Matters 06.03.2016
|
|
2016/06/03
|
Corporate News Flash
|
Lilang 1234 HK, Neutral, TP HKD5.30 - Better Performance Expected For Next Trade Fair
|
|
2016/06/02
|
Regional Daily
|
Regional Morning Matters 06.02.2016
|
|
2016/06/02
|
Corporate News Flash
|
Tongda (698 HK, BUY, TP: HKD2.20) - Starting To Provide RF + Metal Casings
|
|
2016/06/01
|
Regional Daily
|
Regional Morning Matters 06.01.2016
|
|
2016/06/01
|
Company Update
|
Dynagreen (1330 HK), Buy (maintained), TP: HKD 4.20 (from HKD 4.30) - Construction Finally Starts Accelerating
|
|
2016/05/31
|
Regional Daily
|
Regional Morning Matters 05.31.2016
|
|
2016/05/31
|
Company Update
|
Country Garden (2007 HK), SELL, TP: HKD2.77 (both maintained) - Key Takeaways From The Iskandar Project
|
|
2016/05/30
|
Regional Daily
|
Regional Morning Matters 05.30.2016
|
|
2016/05/30
|
Company Update
|
Digital China (861 HK, Buy, TP HKD10.41) – A Possible Race For Control
|
|
2016/05/30
|
Results Review
|
Lenovo (992 HK, Buy, TP HKD8.76) – All The Negatives Have Been Priced In
|
|
2016/05/27
|
Regional Daily
|
Regional Morning Matters 05.27.2016
|
|
2016/05/26
|
Regional Daily
|
Regional Morning Matters 05.26.2016
|
|
2016/05/26
|
Company Update
|
Agile Property (3383 HK), NEUTRAL, TP: HKD4.24 (both maintained) - Site Visit: Recovery In Low-Tier Cities Unsustainable
|
|
2016/05/26
|
Results Review
|
IT (999 HK), BUY (from Neutral), TP HKD2.4 (from HKD1.9) - Weathering the Storm Well
|
|
2016/05/25
|
Regional Daily
|
Regional Morning Matters 05.25.2016
|
|
2016/05/25
|
Company Update
|
TCL Multimedia Technology (1070 HK), SELL (maintained), TP: HKD3.75 (from HKD2.20) - Running Well Ahead Of Fundamentals
|
|
2016/05/24
|
Regional Daily
|
Regional Morning Matters 05.24.2016
|
|
2016/05/24
|
Company Update
|
China Travel International (308 HK), NEUTRAL (Maintain), TP: HKD2.4 (From HKD2.80) - Hong Kong Businesses Still a Drag
|
|
2016/05/23
|
Regional Daily
|
Regional Morning Matters 05.23.2016
|
|
2016/05/20
|
Regional Daily
|
Regional Morning Matters 05.20.2016
|
|
2016/05/20
|
Results Review
|
Kingsoft (3888 HK, Buy, TP HKD21.16) – Resetting Expectations
|
|
2016/05/19
|
Regional Daily
|
Regional Morning Matters 05.19.2016
|
|
2016/05/19
|
Results Review
|
Tencent (700 HK, Buy, TP HKD196) – Strong Growth Momentum Continues
|
|
2016/05/19
|
Results Review
|
Truly International (732 HK), Sell (maintained), TP: HKD1.83 (from HKD1.62) - Headwinds To Persist Despite a Strong 1Q16
|
|
2016/05/18
|
Regional Daily
|
Regional Morning Matters 05.18.2016
|
|
2016/05/18
|
Company Update
|
CT Environmental (1363 HK), Buy, TP: HKD 3.00 (both maintained) - Wasting No Opportunity As China Tackles Pollution
|
|
2016/05/17
|
Regional Daily
|
Regional Morning Matters 05.17.2016
|
|
2016/05/16
|
Regional Daily
|
Regional Morning Matters 05.16.2016
|
|
2016/05/16
|
Company Update
|
China State Construction (3311 HK), Buy (maintained), TP: HKD 14.30 (from HKD 18.90)- Solid Outlook And Attractive Valuation
|
|
2016/05/13
|
Regional Daily
|
Regional Morning Matters 05.13.2016
|
|
2016/05/13
|
Sector Update
|
China Property Sector - Contracted Sales Set To Normalise After Robust April
|
|
2016/05/13
|
Results Review
|
AAC Technologies (2018 HK), Neutral (maintained), TP: HKD59.50 (from HKD57.00) - Likely To Ramp Up After a Slow 1Q
|
|
2016/05/12
|
Regional Daily
|
Regional Morning Matters 05.12.2016
|
|
2016/05/11
|
Regional Daily
|
Regional Morning Matters 05.11.2016
|
|
2016/05/11
|
Company Update
|
Shenzhou International (2313 HK), BUY (Maintain), TP: HKD47 (From HKD48) - Sportswear Orderbook remains robust
|
|
2016/05/10
|
Regional Daily
|
Regional Morning Matters 05.10.2016
|
|
2016/05/10
|
Company Update
|
Biostime (1112 HK), Neutral (maintained), TP: HKD25.0 (from HKD31.0) - Disappointing Start To The Year
|
|
2016/05/09
|
Regional Daily
|
Regional Morning Matters 05.09.2016
|
|
2016/05/09
|
Company Update
|
China Gas (384 HK) - BUY (maintained), TP HKD14.60 (from HKD15.80) – Gas Sales Recovering
|
|
2016/05/06
|
Regional Daily
|
Regional Morning Matters 05.06.2016
|
|
2016/05/06
|
Company Update
|
HK Exchanges (388 HK, BUY, TP HKD211) - Expect Dull 1Q16 Results, But Catalyst Imminent
|
|
2016/05/05
|
Regional Daily
|
Regional Morning Matters 05.05.2016
|
|
2016/05/05
|
Company Update
|
Country Garden (2007 HK), SELL, TP: HKD2.77 (both maintained) - Key Takeaways From The Dongguan Visit
|
|
2016/05/04
|
Regional Daily
|
Regional Morning Matters 05.04.2016
|
|
2016/05/03
|
Regional Daily
|
Regional Morning Matters 05.03.2016
|
|
2016/05/03
|
Company Update
|
Lenovo (992 HK, Buy, TP HKD9.88) – Attractive Valuation Despite Short-Term Challenges
|
|
2016/04/29
|
Regional Daily
|
Regional Morning Matters 04.29.2016
|
|
2016/04/29
|
Company Update
|
Mengniu (2319 HK), BUY (maintained) TP: HKD15.2 (from HKD14.0)
|
|
2016/04/28
|
Regional Daily
|
Regional Morning Matters 04.28.2016
|
|
2016/04/28
|
Corporate News Flash
|
Sinosoft (1297 HK, Buy, TP HKD5.65) – Cooperation With AliCloud On Carbon Management
|
|
2016/04/27
|
Regional Daily
|
Regional Morning Matters 04.27.2016
|
|
2016/04/26
|
Regional Daily
|
Regional Morning Matters 04.26.2016
|
|
2016/04/25
|
Regional Daily
|
Regional Morning Matters 04.25.2016
|
|
2016/04/25
|
Corporate News Flash
|
NetDragon (777 HK, Buy, TP HKD26.61) – Key Takeaways From NDR
|
|
2016/04/25
|
Corporate News Flash
|
Anton Oilfield (3337 HK) SELL, TP HKD0.50 (both maintained) – Remain Cautious Over Near-term Outlook
|
|
2016/04/22
|
Regional Daily
|
Regional Morning Matters 04.22.2016
|
|
2016/04/21
|
Regional Daily
|
Regional Morning Matters 04.21.2016
|
|
2016/04/21
|
Sector News Flash
|
HK/China Gas Utilities - Overweight (maintained) - Overreaction To Zhejiang Policy Change
|
|
2016/04/20
|
Regional Daily
|
Regional Morning Matters 04.20.2016
|
|
2016/04/20
|
Company Update
|
Texhong Textile (2678 HK), BUY (Maintain), TP: HKD9.0 (Maintain) - Vietnam Capacity Expansion On Track
|
|
2016/04/19
|
Regional Daily
|
Regional Morning Matters 04.19.2016
|
|
2016/04/19
|
Sector Update
|
China Property Sector - Slower But Still Solid Contracted Sales Seen Ahead
|
|
2016/04/18
|
Regional Daily
|
Regional Morning Matters 04.18.2016
|
|
2016/04/18
|
Company Update
|
Pacific Online (543 HK, Downgrade to Neutral, TP HKD2.28) – Awaiting New Drivers Of Growth
|
|
2016/04/15
|
Regional Daily
|
Regional Morning Matters 04.15.2016
|
|
2016/04/15
|
Corporate News Flash
|
Xtep (1368 HK), Not Rated - Trade Fair And Store Sales Look Healthy
|
|
2016/04/14
|
Regional Daily
|
Regional Morning Matters 04.14.2016
|
|
2016/04/14
|
Corporate News Flash
|
Skyworth Digital (751 HK), Buy, TP: HKD8.30 - CEO Bullish On Outlook
|
|
2016/04/13
|
Regional Daily
|
Regional Morning Matters 04.13.2016
|
|
2016/04/13
|
Corporate News Flash
|
Biostime (1112 HK), Neutral, TP HKD31.0 - Minimal Impact From Latest CBEC Policy
|
|
2016/04/12
|
Regional Daily
|
Regional Morning Matters 04.12.2016
|
|
2016/04/12
|
Company Update
|
Texwinca Holdings (321 HK), BUY (Maintain), TP: HKD9.0 (Maintain) - Solid Growth With Very Attractive Yield
|
|
2016/04/11
|
Regional Daily
|
Regional Morning Matters 04.11.2016
|
|
2016/04/08
|
Regional Daily
|
Regional Morning Matters 04.08.2016
|
|
2016/04/08
|
Sector News Flash
|
HK Handset Components - Huawei Launches Flagship P9 Model
|
|
2016/04/06
|
Regional Daily
|
Regional Morning Matters 04.06.2016
|
|
2016/04/06
|
Results Review
|
NetDragon (777 HK, Upgrade to BUY, TP HKD26.61) – Positive Outlook For Online Education Business
|
|
2016/04/06
|
Results Review
|
Greentown (3900 HK), NEUTRAL (maintained), TP: HKD5.96 (from HKD6.10) - Transition Still In Progress
|
|
2016/04/05
|
Regional Daily
|
Regional Morning Matters 04.05.2016
|
|
2016/04/05
|
Results Review
|
Sound Global (967 HK), Neutral (from Sell), TP: HKD3.50 (from HKD4.90) - Negatives Priced In
|
|
2016/04/05
|
Results Review
|
Evergrande (3333 HK), SELL, TP: HKD3.05 (both maintained) - Worrisome Deterioration In Finances
|
|
2016/04/05
|
Results Review
|
Kangda (6136 HK), Neutral, TP: HKD1.80 (from HKD1.90) - Earnings Visibility Remains Low
|
|
2016/04/04
|
Regional Daily
|
Regional Morning Matters 04.04.2016
|
|
2016/04/01
|
Regional Daily
|
Regional Morning Matters 04.01.2016
|
|
2016/04/01
|
Results Review
|
Longfor Properties (960 HK), BUY (from Neutral), TP: HKD13.87 (from HKD10.50) - Upgrade To BUY On Sound Prospects
|
|
2016/04/01
|
Results Review
|
China Travel (308 HK), NEUTRAL (Maintain), TP: HKD2.8 (from HKD3.4) - Headwinds to persist
|
|
2016/04/01
|
Results Review
|
Beijing Enterprises Water (371 HK), Neutral, TP: HKD4.80 (from HKD4.30) - Growth Set To Slow Sharply
|
|
2016/04/01
|
Results Review
|
Boer Power Holdings (1685 HK), Neutral (maintained), TP: HKD5.6 (from HKD15.12) - Concerns Over Outlook And Corporate Governance
|
|
2016/04/01
|
Results Review
|
Biostime (1112 HK), Neutral (maintained), TP: HKD31.0 (from HKD13.0) - Surfing On China’s Health Awareness Momentum
|
|
2016/03/31
|
Regional Daily
|
Regional Morning Matters 03.31.2016
|
|
2016/03/31
|
Results Review
|
China Resources Gas (1193 HK) BUY, TP HKD25.60 (both maintained) – Steady Growth Momentum To Be Maintained
|
|
2016/03/31
|
Results Review
|
Shimao Property (813 HK), BUY (maintained), TP: HKD15.74 (from HKD17.50) - Focusing On Quality
|
|
2016/03/30
|
Regional Daily
|
Regional Morning Matters 03.30.2016
|
|
2016/03/30
|
Results Review
|
Sunac China (1918 HK), BUY (maintained), TP: HKD8.06 (from HKD8.80) - Set To Recover This Year
|
|
2016/03/30
|
Results Review
|
Anton Oilfield (3337 HK) SELL, TP HKD0.50 (both maintained) – Remain Cautious Albeit Improvements
|
|
2016/03/30
|
Results Review
|
Greatview Asceptic Packaging (468 HK), Neutral (maintained), TP: HKD3.50 (from HKD3.80) - Boosted Mainly By Cheaper Raw Materials
|
|
2016/03/29
|
Regional Daily
|
Regional Morning Matters 03.25.2016
|
|
2016/03/29
|
Regional Daily
|
Regional Morning Matters 03.29.2016
|
|
2016/03/29
|
Results Review
|
Petro-King Oilfield Services (2178 HK) SELL (from NEUTRAL), TP HKD0.40 (from HKD0.80) – No Sign Of Recovery
|
|
2016/03/29
|
Results Review
|
CPMC (906 HK), Neutral (maintained) TP: HKD3.80 (from HKD4.4) - Overcapacity in Packaging Over the Horizon
|
|
2016/03/29
|
Sector News Flash
|
China Property Sector - Two Cities Tighten Home Purchase Rules Further
|
|
2016/03/29
|
Results Review
|
VST (856 HK, Buy, TP HKD2.53) – Earnings Miss Due To a Forex Loss
|
|
2016/03/28
|
Regional Daily
|
Regional Morning Matters 03.28.2016
|
|
2016/03/24
|
Regional Daily
|
Regional Morning Matters 03.24.2016
|
|
2016/03/24
|
Results Review
|
Agile Property (3383 HK), NEUTRAL (maintained), TP: HKD4.24 (from HKD4.35) - Lacking Catalysts For Upgrade
|
|
2016/03/24
|
Results Review
|
Mengniu (2319 HK), BUY (maintained), TP: HKD14.0 (from HKD15.0) - Recovery Seen Starting This Year
|
|
2016/03/24
|
Results Review
|
Chinasoft (354 HK, Buy, TP HKD3.69) – Solid Growth Supported By Large Strategic Customers
|
|
2016/03/23
|
Regional Daily
|
Regional Morning Matters 03.23.2016
|
|
2016/03/23
|
Results Review
|
Kingsoft (3888 HK, Buy, TP HKD23.60) – Strong Growth Coupled With Margin Recovery
|
|
2016/03/23
|
Results Review
|
SPT Energy (1251 HK) SELL, TP HKD0.50 (both maintained) – Bleeding Set To Continue
|
|
2016/03/23
|
Results Review
|
Shenzhou International (2313 HK), BUY (Maintain), TP: HKD48 (from HKD45) - Solid Growth On Margin Expansion
|
|
2016/03/22
|
Regional Daily
|
Regional Morning Matters 03.22.2016
|
|
2016/03/22
|
Results Review
|
Sinosoft (1297 HK, Buy, TP HKD5.65) – Multiple Growth Drivers Intact
|
|
2016/03/22
|
Results Review
|
Trinity (891 HK), SELL, TP: HKD0.50 (both maintained)) - Still in The Thick of Restructuring
|
|
2016/03/22
|
Results Review
|
CR Land (1109 HK), BUY (maintained), TP: HKD27.84 (from HKD28.70) - Riding On The Buoyant Tier 1&2 Cities’ Outlook…
|
|
2016/03/22
|
Results Review
|
Tianneng Power (819HK), Neutral, TP: HKD5.72 (from HKD5.20) - Decent Outlook Priced In
|
|
2016/03/22
|
Results Review
|
Hilong Holding (1623 HK) SELL, TP HKD0.70 (both maintained) – Diminishing Earnings Visibility
|
|
2016/03/22
|
Results Review
|
Sinomax (1418 HK), BUY (Maintain), TP: HKD1.19 (from HKD1.14) - Set For Recovery
|
|
2016/03/21
|
Regional Daily
|
Regional Morning Matters 03.21.2016
|
|
2016/03/21
|
Results Review
|
COLI (688 HK), BUY, TP: HKD33.80 (both maintained) - Solid Fundamentals Intact
|
|
2016/03/21
|
Results Review
|
Kingdee (268 HK, Neutral, TP HKD2.91) – Strong Cloud Revenue But Margins Still a Concern
|
|
2016/03/21
|
Results Review
|
Wasion (3393 HK), Buy (maintained), TP: HKD5.6 (from HKD5.1) - Growth Set To Resume
|
|
2016/03/21
|
Company Update
|
HK Exchanges (388 HK, BUY, TP HKD211) - Catalyst Looming Ahead
|
|
2016/03/18
|
Regional Daily
|
Regional Morning Matters 03.18.2016
|
|
2016/03/18
|
Results Review
|
COGO (81 HK), SELL (from Neutral) TP: HKD2.18 (from HKD2.80) - Downgrade To SELL On Dismal Prospects
|
|
2016/03/18
|
Results Review
|
Tencent (700 HK, Buy, TP HKD186) – Strong Mobile Games And Social Ads
|
|
2016/03/18
|
Results Review
|
Tongda (698 HK), Buy (maintained), TP: HKD2.2 (from HKD1.92) - Re-rating Likely To Continue On Stellar Outlook
|
|
2016/03/17
|
Regional Daily
|
Regional Morning Matters 03.17.2016
|
|
2016/03/17
|
Results Review
|
Techtronic Industries (669 HK), Neutral (maintained), TP: HKD31.7 (from HKD30.0) - Solid Outlook But Largely Priced In
|
|
2016/03/16
|
Regional Daily
|
Regional Morning Matters 03.16.2016
|
|
2016/03/16
|
Results Review
|
Country Garden (2007 HK), SELL (from NEUTRAL) TP: HKD2.77 (from HKD3.10) - Downgrade To SELL On Deteriorating Fundamentals
|
|
2016/03/16
|
Results Review
|
Sunny Optical (2382 HK), Neutral (maintained), TP: HKD18.4 (from HKD15) - Robust outlook still looks priced in
|
|
2016/03/15
|
Regional Daily
|
Regional Morning Matters 03.15.2016
|
|
2016/03/14
|
Regional Daily
|
Regional Morning Matters 03.14.2016
|
|
2016/03/14
|
Company Update
|
Skyworth Digital (751 HK), BUY (maintained), TP: HKD8.3 (from HKD8.6) - New Smart TV Ad Business Gaining Traction
|
|
2016/03/11
|
Results Review
|
Haitian International (1882 HK), BUY (maintained), TP: HKD15.5 (from HKD16.3) - Solid Performance In a Tough Environment
|
|
2016/03/11
|
Regional Daily
|
Regional Morning Matters 03.11.2016
|
|
2016/03/10
|
Results Review
|
CIFI Holdings (884 HK), BUY (maintained) TP: HKD2.20 (from HKD2.10) - Buoyant Growth Outlook, Dividend a Positive Surprise
|
|
2016/03/10
|
Results Review
|
China Lilang (1234 HK), Neutral (from BUY) TP: HKD5.30 (from HKD8.90) - Negative Growth Outlook For 2016
|
|
2016/03/10
|
Regional Daily
|
Regional Morning Matters 03.10.2016
|
|
2016/03/09
|
Results Review
|
Texhong Textile (2678 HK), BUY (Upgrade), TP: HKD9.00 (from HKD8.60) - Capacity expansion and stable margins drive growth
|
|
2016/03/09
|
Results Review
|
Truly International (732 HK), SELL (maintained) TP: HKD1.62 (from HKD1.54) - Outlook Still Challenging
|
|
2016/03/09
|
Regional Daily
|
Regional Morning Matters 03.09.2016
|
|
2016/03/08
|
Regional Daily
|
Regional Morning Matters 03.08.2016
|
|
2016/03/08
|
Company Update
|
Pacific Textiles (1382 HK), NEUTRAL (Maintained), TP: HKD11.50 (from HKD12.20) - Attractive Yield Tempers Dull Outlook
|
|
2016/03/07
|
Regional Daily
|
Regional Morning Matters 03.07.2016
|
|
2016/03/07
|
Sector Update
|
Strategy – Hong Kong: NPC Meeting Implications
|
|
2016/03/04
|
Regional Daily
|
Regional Morning Matters 03.04.2016
|
|
2016/03/03
|
Regional Daily
|
Regional Morning Matters 03.03.2016
|
|
2016/03/03
|
Sector News Flash
|
China Property Sector - Policy Stimulus for Guangzhou?
|
|
2016/03/02
|
Regional Daily
|
Regional Morning Matters 03.02.2016
|
|
2016/03/02
|
Results Review
|
Dynagreen (1330 HK), Buy, TP: HKD4.30 (from HKD5.00) - Construction Likely To Accelerate in FY16
|
|
2016/03/01
|
Regional Daily
|
Regional Morning Matters 03.01.2016
|
|
2016/03/01
|
Company Update
|
Mengniu (2319 HK), BUY (maintained) TP: HKD15.0 (from HKD17.5) - Discounting in Retail Channels May Have Bottomed
|
|
2016/03/01
|
Results Review
|
China Everbright Intl (257 HK), Neutral, TP: HKD8.40 (from HKD11.40) - Facing Headwinds
|
|
2016/02/29
|
Regional Daily
|
Regional Morning Matters 02.29.2016
|
|
2016/02/26
|
Regional Daily
|
Regional Morning Matters 02.26.2016
|
|
2016/02/26
|
Company Update
|
Sinomax (1418 HK), BUY (Maintained), TP: HKD1.14 (from HKD1.30) - Better Prospects Ahead
|
|
2016/02/25
|
Regional Daily
|
Regional Morning Matters 02.25.2016
|
|
2016/02/25
|
Results Review
|
Bossini (592 HK), Neutral (maintained) TP: HKD0.40 (maintained) - Still Paying a Dividend
|
|
2016/02/24
|
Regional Daily
|
Regional Morning Matters 02.24.2016
|
|
2016/02/24
|
Company Update
|
China Resources Gas (1193 HK), BUY (Maintained), TP: HKD25.60 (from HKD28.70) - Price Cut Should Still Lift Demand
|
|
2016/02/23
|
Regional Daily
|
Regional Morning Matters 02.23.2016
|
|
2016/02/23
|
Results Review
|
KWG Property (1813 HK), BUY (maintained) TP: HKD7.00 (from HKD7.60) - Solid Fundamentals Intact; Dividend Cut a Surprise
|
|
2016/02/22
|
Regional Daily
|
Regional Morning Matters 02.22.2016
|
|
2016/02/19
|
Regional Daily
|
Regional Morning Matters 02.19.2016
|
|
2016/02/19
|
Sector Update
|
China Property Sector - Contracted Sales Likely To Improve Post CNY
|
|
2016/02/18
|
Regional Daily
|
Regional Morning Matters 02.18.2016
|
|
2016/02/18
|
Company Update
|
Beijing Enterprises Water (371 HK), Neutral, TP: HKD4.30 (from HKD5.80) - Concerns Appear Priced In
|
|
2016/02/17
|
Regional Daily
|
Regional Morning Matters 02.17.2016
|
|
2016/02/17
|
Corporate News Flash
|
Tencent (700 HK, BUY, TP HKD176) - Mobile Payment Gains Attraction
|
|
2016/02/16
|
Regional Daily
|
Regional Morning Matters 02.16.2015
|
|
2016/02/16
|
Company Update
|
Sunny Optical (2383 HK) Neutral (Maintained), TP: HKD15.0 (From HKD 13.1) - Limited Boost From Dual Cameras
|
|
2016/02/15
|
Regional Daily
|
Regional Morning Matters 02.15.2016
|
|
2016/02/15
|
Company Update
|
Chinasoft (354 HK, BUY, TP HKD3.40) - Prospects Still Solid
|
|
2016/02/11
|
Regional Daily
|
Regional Morning Matters 02.10.2016
|
|
2016/02/11
|
Regional Daily
|
Regional Morning Matters 02.11.2016
|
|
2016/02/05
|
Regional Daily
|
Regional Morning Matters 02.05.2016
|
|
2016/02/05
|
Company Update
|
Wasion (3393 HK) Buy (Maintained), TP: HKD5.1 (From HKD 10.8) - Sell-off Overdone Amid Still Positive Prospects
|
|
2016/02/04
|
Regional Daily
|
Regional Morning Matters 02.04.2016
|
|
2016/02/04
|
Results Review
|
Lenovo (992 HK, BUY, TP HKD10.75) - Beating Estimates On Mobile Business Turnaround
|
|
2016/02/03
|
Sector News Flash
|
China Property Sector - Further Policy Support For Non-Tier-1 Cities
|
|
2016/02/02
|
Regional Daily
|
Regional Morning Matters 02.02.2016
|
|
2016/02/02
|
Sector Update
|
China Property Sector - Concerns Over The CNY's Depreciation Overdone
|
|
2016/02/02
|
Company Update
|
Hilong Holding (1623 HK), SELL (from NEUTRAL), TP: HKD0.70 (from HKD1.40) - Outlook Worsens
|
|
2016/02/01
|
Regional Daily
|
Regional Morning Matters 02.01.2016
|
|
2016/02/01
|
Company Update
|
SPT Energy (1251 HK), SELL (from NEUTRAL), TP: HKD0.50 (from HKD0.80) - Tough Road Ahead
|
|
2016/01/29
|
Regional Daily
|
Regional Morning Matters 01.29.2016
|
|
2016/01/28
|
Regional Daily
|
Regional Morning Matters 01.28.2016
|
|
2016/01/28
|
Initiating Coverage
|
Huishan Dairy (6863 HK, SELL, TP HKD1.32) - Unjustifiably Expensive
|
|
2016/01/27
|
Regional Daily
|
Regional Morning Matters 01.27.2016
|
|
2016/01/26
|
Regional Daily
|
Regional Morning Matters 01.26.2016
|
|
2016/01/26
|
Company Update
|
Lenovo (992 HK, BUY, TP HKD10.90) - On The Mend
|
|
2016/01/25
|
Regional Daily
|
Regional Morning Matters 01.25.2016
|
|
2016/01/25
|
Company Update
|
Sound Global (967 HK), Sell (from Buy), TP: HKD4.90 (from HKD12.00) - Trading Resumes After Long Suspension
|
|
2016/01/20
|
Regional Daily
|
Regional Morning Matters 01.20.2016
|
|
2016/01/20
|
Company Update
|
Tongda (698 HK), Buy (Mainted), TP: HKD1.92 (From HKD 1.90) - Rerating Set To Continue
|
|
2016/01/19
|
Regional Daily
|
Regional Morning Matters 01.19.2016
|
|
2016/01/19
|
Sector News Flash
|
China Property Sector - Awaiting The Next Catalyst
|
|
2016/01/18
|
Regional Daily
|
Regional Morning Matters 01.18.2016
|
|
2016/01/18
|
Company Update
|
Anton Oilfield (3337 HK), SELL, TP: HKD0.50 (Both Maintained) - Uncertainty Remains As 4Q15 Ends
|
|
2016/01/18
|
Company Update
|
Bossini (592 HK), Neutral (maintained), TP HKD0.40 (from HKD0.68) - Magnitude of Deteriorating a Surprise
|
|
2016/01/15
|
Regional Daily
|
Regional Morning Matters 01.15.2016
|
|
2016/01/14
|
Regional Daily
|
Regional Morning Matters 01.14.2016
|
|
2016/01/14
|
Company Update
|
Techtronic Industries (669 HK, Neutral, TP: HKD30) - Waiting For a Better Entry Point
|
|
2016/01/13
|
Regional Daily
|
Regional Morning Matters 01.13.2016
|
|
2016/01/12
|
Regional Daily
|
Regional Morning Matters 01.12.2016
|
|
2016/01/12
|
Sector Update
|
China Property Sector - More Policy Support For Non-Tier-1 Cities Expected
|
|
2016/01/11
|
Regional Daily
|
Regional Morning Matters 01.11.2016
|
|
2016/01/08
|
Regional Daily
|
Regional Morning Matters 01.08.2016
|
|
2016/01/08
|
Company Update
|
Kangda (6136 HK), Neutral, TP: HKD1.90 (from HKD2.40) - Significant New Projects Miss In FY15
|
|
2016/01/07
|
Regional Daily
|
Regional Morning Matters 01.07.2016
|
|
2016/01/07
|
Company Update
|
CT Environmental (1363 HK), Buy, TP: HKD3.15 (from HKD3.10) - More Lucrative Projects
|
|
2016/01/07
|
Non-Rated Note
|
Tianyun (6836 HK), Non-Rated - Building Its Own Brand
|
|
2016/01/06
|
Regional Daily
|
Regional Morning Matters 01.06.2016
|
|
2016/01/05
|
Regional Daily
|
Regional Morning Matters 01.05.2016
|
|
2016/01/05
|
Company Update
|
China Mengniu Dairy (2319 HK, BUY, TP: HKD17.5 (from HKD20.15)) - Update on Dumex Acquisition
|
|
2016/01/04
|
Regional Daily
|
Regional Morning Matters 01.04.2016
|
|
2015/12/23
|
Regional Daily
|
Regional Morning Matters 12.23.2015
|
|
2015/12/22
|
Regional Daily
|
Regional Morning Matters 12.22.2015
|
|
2015/12/21
|
Regional Daily
|
Regional Morning Matters 12.21.2015
|
|
2015/12/18
|
Regional Daily
|
Regional Morning Matters 12.18.2015
|
|
2015/12/18
|
Results Review
|
Net Dragon (777 HK, Downgrade to Neutral, TP HKD23.67) - Awaiting More Progress
|
|
2015/12/17
|
Regional Daily
|
Regional Morning Matters 12.17.2015
|
|
2015/12/16
|
Regional Daily
|
Regional Morning Matters 12.16.2015
|
|
2015/12/16
|
Sector News Flash
|
China Property Sector - Strong Contracted Sales Extend To November
|
|
2015/12/15
|
Regional Daily
|
Regional Morning Matters 12.15.2015
|
|
2015/12/15
|
Company Update
|
Anton Oilfield (3337 HK), SELL (Maintained), TP: HKD0.50 (from HKD0.80) - Getting Deeper Into The Rut
|
|
2015/12/14
|
Regional Daily
|
Regional Morning Matters 12.14.2015
|
|
2015/12/14
|
Company Update
|
COSCO International (517 HK, BUY, TP: HKD6.1) - Much More To Come
|
|
2015/12/11
|
Regional Daily
|
Regional Morning Matters 12.11.2015
|
|
2015/12/10
|
Regional Daily
|
Regional Morning Matters 12.10.2015
|
|
2015/12/10
|
Company Update
|
Hilong Holding (1623 HK), NEUTRAL (Maintained), TP: HKD1.40 (from HKD1.50) - No Improvement In Sight
|
|
2015/12/09
|
Regional Daily
|
Regional Morning Matters 12.09.2015
|
|
2015/12/09
|
Company Update
|
Wasion Holdings (3393 HK, Buy, TP: HKD10.8) : Still Solid Growth Despite Lower Numbers
|
|
2015/12/08
|
Regional Daily
|
Regional Morning Matters 12.08.2015
|
|
2015/12/07
|
Regional Daily
|
Regional Morning Matters 12.07.2015
|
|
2015/12/07
|
Initiating Coverage
|
Dynagreen (1330 HK), Initiate with BUY, TP:HKD5.00) - Fast Growth At An Attractive Price
|
|
2015/12/04
|
Regional Daily
|
Regional Morning Matters 12.04.2015
|
|
2015/12/04
|
Company Update
|
Evergrande (3333 HK), SELL (maintained), TP: HKD3.05 (from HKD2.70) - New Acquisitions Add More Stress
|
|
2015/12/03
|
Regional Daily
|
Regional Morning Matters 12.03.2015
|
|
2015/12/03
|
Company Update
|
APT Satellite (1045 HK, Buy, TP: HKD8.7) - NDR Confirms Recovery Is Underway
|
|
2015/12/02
|
Regional Daily
|
Regional Morning Matters 12.02.2015
|
|
2015/12/01
|
Regional Daily
|
Regional Morning Matters 12.01.2015
|
|
2015/12/01
|
Results Review
|
China South City (1668 HK), NEUTRAL (maintained), TP: HKD1.77 (from HKD2.00) - Poor 1H Priced In
|
|
2015/11/30
|
Regional Daily
|
Regional Morning Matters 11.30.2015
|
|
2015/11/30
|
Results Review
|
Pacific Textiles (1382 HK, Neutral, TP: HKD12.2) : Less Exciting Growth
|
|
2015/11/27
|
Regional Daily
|
Regional Morning Matters 11.27.2015
|
|
2015/11/27
|
Company Update
|
Sinosoft (1297 HK, Buy, TP HKD6.40) – Strong Growth On-Track
|
|
2015/11/27
|
Company Update
|
CR Land (1109 HK), BUY, TP: HKD28.70 (both maintained) - Positive Takeaways From NDR
|
|
2015/11/27
|
Results Review
|
Stelux (84 HK, SELL, TP: HKD0.53 (from HKD0.57)) - Headwinds Worse Than Expected
|
|
2015/11/26
|
Regional Daily
|
Regional Morning Matters 11.26.2015
|
|
2015/11/26
|
Results Review
|
China Gas (384 HK), BUY (Maintained), TP HKD15.80 (from HKD16.50) - Solid Results Amid Softened Volume Growth
|
|
2015/11/26
|
Results Review
|
Digital China (861 HK, Buy, TP HKD11.85) – On The Mend
|
|
2015/11/25
|
Regional Daily
|
Regional Morning Matters 11.25.2015
|
|
2015/11/25
|
Company Update
|
China Travel International (308 HK, Downgrade to Neutral, TP: HKD3.4) - Little Steam Left In The Short Term
|
|
2015/11/24
|
Regional Daily
|
Regional Morning Matters 11.24.2015
|
|
2015/11/24
|
Results Review
|
Texwinca (321 HK, Buy, TP: HKD9.0) - Recovery Still On Track
|
|
2015/11/23
|
Regional Daily
|
Regional Morning Matters 11.23.2015
|
|
2015/11/23
|
Corporate News Flash
|
Trinity (891 HK), SELL, TP: HKD0.50 - Key Takeaways From NDR With CEO
|
|
2015/11/20
|
Regional Daily
|
Regional Morning Matters 11.20.2015
|
|
2015/11/20
|
Company Update
|
Biostime (1112 HK), Neutral, TP HKD13.0 (from 13.5) - Transformed into a Vitamins/IMF Play
|
|
2015/11/20
|
Sector News Flash
|
China Property Sector - Focus on the Laggards
|
|
2015/11/20
|
Sector Update
|
Gas Utilities, Overweight (Maintained) - Positive Impact Of Long-Awaited Gas Price Cut
|
|
2015/11/19
|
Regional Daily
|
Regional Morning Matters 11.19.2015
|
|
2015/11/18
|
Regional Daily
|
Regional Morning Matters 11.18.2015
|
|
2015/11/18
|
Results Review
|
Kingsoft (3888 HK, Upgrade to Buy, TP HKD21.82) – Bottoming Out
|
|
2015/11/17
|
Regional Daily
|
Regional Morning Matters 11.17.2015
|
|
2015/11/17
|
Company Update
|
APT Satellite (1045 HK, Buy, TP: HKD8.7) - Improving Utilisation Brightens Outlook
|
|
2015/11/16
|
Regional Daily
|
Regional Morning Matters 11.16.2015
|
|
2015/11/13
|
Regional Daily
|
Regional Morning Matters 11.13.2015
|
|
2015/11/13
|
Results Review
|
Stelux (84 HK, SELL, TP: HKD0.57 (from HKD0.93)) - Macroeconomic Headwinds Worsen
|
|
2015/11/12
|
Regional Daily
|
Regional Morning Matters 11.12.2015
|
|
2015/11/12
|
Company Update
|
Agile Property (3383 HK), NEUTRAL (maintained), TP: HKD4.35 (from HKD3.20) - Still Fairly Priced After Rally
|
|
2015/11/12
|
Results Review
|
HK Exchanges (388 HK, BUY, TP HKD243) - 9M15 SADV Surged 69% YoY
|
|
2015/11/11
|
Results Review
|
Tencent (700 HK, Buy, TP HKD176) – Another Solid Quarter
|
|
2015/11/09
|
Regional Daily
|
Regional Morning Matters 11.09.2015
|
|
2015/11/09
|
Company Update
|
Tianneng Power (819 HK), Downgrade to Neutral, TP:HKD5.20 (from HKD4.20) - Recovery Priced In
|
|
2015/11/06
|
Regional Daily
|
Regional Morning Matters 11.06.2015
|
|
2015/11/06
|
Company Update
|
Xinyi Glass (868 HK, Buy, TP: HKD5.2) - Recovery On More Solid Ground
|
|
2015/11/05
|
Results Review
|
HC International (2280 HK, Sell, TP HKD2.69) – Dismal Results Coupled With Uncertain Outlook
|
|
2015/11/04
|
Regional Daily
|
Regional Morning Matters 11.04.2015
|
|
2015/11/04
|
Sector News Flash
|
Consumer Cyclical Retail-Sales Downtrend Continues In September
|
|
2015/11/03
|
Regional Daily
|
Regional Morning Matters 11.03.2015
|
|
2015/11/03
|
Corporate News Flash
|
Kingdee (268 HK, Neutral, TP HKD2.91) – Meeting Takeaways
|
|
2015/11/03
|
Results Review
|
HK Exchanges (388 HK, BUY, TP HKD243) - Lower SADV Assumptions But Bullish In Long Term
|
|
2015/11/02
|
Regional Daily
|
Regional Morning Matters 11.02.2015
|
|
2015/11/02
|
Sector News Flash
|
Consumer F&B Sector – Financial Impact of Two-Child Policy Is Limited
|
|
2015/11/02
|
Company Update
|
Sinomax (1418 HK, Buy, TP: HKD1.30) - Still Attractive Despite Lower Numbers
|
|
2015/10/30
|
Regional Daily
|
Regional Morning Matters 10.30.2015
|
|
2015/10/30
|
Company Update
|
CT Environmental (1363 HK), Buy, TP:HKD3.10 (from HKD3.20) - Positive Takeaways From NDR
|
|
2015/10/29
|
Regional Daily
|
Regional Morning Matters 10.29.2015
|
|
2015/10/29
|
Results Review
|
I.T (999 HK, NEUTRAL, TP:HKD1.90 (Both Maintained)- 1HFY16 Results Poor But In Line
|
|
2015/10/28
|
Regional Daily
|
Regional Morning Matters 10.28.2015
|
|
2015/10/27
|
Regional Daily
|
Regional Morning Matters 10.27.2015
|
|
2015/10/27
|
Company Update
|
Chinasoft (354 HK, Buy, TP HKD3.99) – Long-Term Support From Huawei
|
|
2015/10/27
|
Corporate News Flash
|
COLI (688 HK), BUY, TP: HKD33.80 (both maintained) - 4Q15 Contracted Sales Likely To Accelerate
|
|
2015/10/26
|
Regional Daily
|
Regional Morning Matters 10.26.2015
|
|
2015/10/26
|
Sector News Flash
|
China Property Sector - Tier-1 Prices Still Shine; Tier-2 May Get a Boost
|
|
2015/10/23
|
Regional Daily
|
Regional Morning Matters 10.23.2015
|
|
2015/10/23
|
Company Update
|
China South City (1668 HK), NEUTRAL (maintained), TP: HKD2.00 (from HKD2.90) - Facing Further Headwinds
|
|
2015/10/22
|
Regional Daily
|
Regional Morning Matters 10.22.2015
|
|
2015/10/22
|
Sector Update
|
China Property Sector - Property Site Tour Takeaways
|
|
2015/10/21
|
Regional Daily
|
Regional Morning Matters 10.21.2015
|
|
2015/10/20
|
Regional Daily
|
Regional Morning Matters 10.20.2015
|
|
2015/10/20
|
Company Update
|
Anton Oilfield (3337 HK), SELL , TP HKD0.80 (Both Maintained) - Outlook Still Clouded
|
|
2015/10/19
|
Regional Daily
|
Regional Morning Matters 10.19.2015
|
|
2015/10/19
|
Results Review
|
I.T (999 HK, NEUTRAL (From Buy), TP:HKD1.90 (from HKD3.78))- Retail Winter Is Coming
|
|
2015/10/16
|
Regional Daily
|
Regional Morning Matters 10.16.2015
|
|
2015/10/16
|
Company Update
|
CT Environmental (1363 HK), Buy, TP:HKD3.20 (from HKD3.10) - Strong New Projects Sourcing Capability
|
|
2015/10/15
|
Regional Daily
|
Regional Morning Matters 10.15.2015
|
|
2015/10/15
|
Company Update
|
Pacific Online (543 HK, Buy, TP HKD2.98) – Investments Should Bear Fruit In FY16
|
|
2015/10/14
|
Regional Daily
|
Regional Morning Matters 10.14.2015
|
|
2015/10/13
|
Regional Daily
|
Regional Morning Matters 10.13.2015
|
|
2015/10/13
|
Sector News Flash
|
China Property Sector - Decent Sales For Golden Week Holiday
|
|
2015/10/12
|
Regional Daily
|
Regional Morning Matters 10.12.2015
|
|
2015/10/12
|
Sector News Flash
|
Textile and Garment Sector (Overweight) - Unjustified Selloff On Fast Retailing's Poor 4QFY15
|
|
2015/10/09
|
Regional Daily
|
Regional Morning Matters 10.09.2015
|
|
2015/10/09
|
Company Update
|
Truly - 732 HK, SELL, TP: HKD1.54 (from Neutral, HKD2.66) - Stronger-Than-Expected Headwinds
|
|
2015/10/08
|
Regional Daily
|
Regional Morning Matters 10.08.2015
|
|
2015/10/08
|
Company Update
|
China Gas Holdings (384 HK), BUY (Maintained), TP HKD15.10 (from 16.20) - Beneficiary Of a Looming Gas Price Cut
|
|
2015/10/07
|
Regional Daily
|
Regional Morning Matters 10.07.2015
|
|
2015/10/07
|
Sector News Flash
|
Textile and Garment Sector (Overweight) - Likely Key Beneficiaries Of TPP Agreement
|
|
2015/10/06
|
Regional Daily
|
Regional Morning Matters 10.06.2015
|
|
2015/10/05
|
Regional Daily
|
Regional Morning Matters 10.05.2015
|
|
2015/10/05
|
Company Update
|
Freetech (6888 HK, Not Rated)- A Unique Environmental Infrastructure Play
|
|
2015/10/02
|
Company Update
|
Evergrande (3333 HK), SELL, TP: HKD2.70 (both maintained) - Some Positive Takeaways
|
|
2015/10/02
|
Regional Daily
|
Regional Morning Matters 10.02.2015
|
|
2015/10/01
|
Regional Daily
|
Regional Morning Matters 10.01.2015
|
|
2015/09/30
|
Regional Daily
|
Regional Morning Matters 09.30.2015
|
|
2015/09/30
|
Corporate News Flash
|
Wasion (3393 HK, BUY, TP: HKD12.0 (maintained)) - Tender Wins Are Slightly Below Expectations
|
|
2015/09/29
|
Regional Daily
|
Regional Morning Matters 09.29.2015
|
|
2015/09/28
|
Regional Daily
|
Regional Morning Matters 09.28.2015
|
|
2015/09/25
|
Regional Daily
|
Regional Morning Matters 09.25.2015
|
|
2015/09/23
|
Regional Daily
|
Regional Morning Matters 09.23.2015
|
|
2015/09/23
|
Corporate News Flash
|
Trinity (891 HK), SELL, TP: HKD0.50 - Beckham Helps Rebranding But At A Price
|
|
2015/09/22
|
Regional Daily
|
Regional Morning Matters 09.22.2015
|
|
2015/09/21
|
Regional Daily
|
Regional Morning Matters 09.21.2015
|
|
2015/09/21
|
Sector News Flash
|
China Property Sector - Solid August Numbers Ahead Of Peak Season
|
|
2015/09/18
|
Regional Daily
|
Regional Morning Matters 09.18.2015
|
|
2015/09/18
|
Corporate News Flash
|
Biostime (1112 HK), Neutral, TP HKD13.50 - Swisse Wellness Acquisition May Be Buyer’s Remorse
|
|
2015/09/18
|
Results Review
|
Bossini (592 HK, Neutral (from BUY), TP: HKD0.68 (from HKD0.98)) - Poor Outlook Tempered By High Yield
|
|
2015/09/17
|
Regional Daily
|
Regional Morning Matters 09.17.2015
|
|
2015/09/16
|
Regional Daily
|
Regional Morning Matters 09.16.2015
|
|
2015/09/15
|
Regional Daily
|
Regional Morning Matters 09.15.2015
|
|
2015/09/15
|
Company Update
|
Texwinca (321 HK, Buy, TP: HKD9.2)- Growth Still Solid Despite Retail Headwinds
|
|
2015/09/14
|
Regional Daily
|
Regional Morning Matters 09.14.2015
|
|
2015/09/11
|
Regional Daily
|
Regional Morning Matters 09.11.2015
|
|
2015/09/11
|
Corporate News Flash
|
China Resources Gas (1193 HK), BUY, TP HKD25.10 (both maintained) - Looming Lower Gas Prices And a Likely Catalyst
|
|
2015/09/11
|
Corporate News Flash
|
Biostime (1112 HK), Neutral, TP HKD13.50 - Key Takeaways From Biostime
|
|
2015/09/10
|
Regional Daily
|
Regional Morning Matters 09.10.2015
|
|
2015/09/10
|
Corporate News Flash
|
Sunac China (1918 HK) BUY, TP HKD8.80 (maintained) - Further Expansion Through Potential Acquisitions
|
|
2015/09/09
|
Regional Daily
|
Regional Morning Matters 09.09.2015
|
|
2015/09/08
|
Regional Daily
|
Regional Morning Matters 09.08.2015
|
|
2015/09/07
|
Regional Daily
|
Regional Morning Matters 09.07.2015
|
|
2015/09/07
|
Company Update
|
Lilang (1234 HK), BUY (from Neutral), TP: HKD8.90 (Maintained) - Robust Sales & Attractive Valuations
|
|
2015/09/04
|
Regional Daily
|
Regional Morning Matters 09.04.2015
|
|
2015/09/02
|
Regional Daily
|
Regional Morning Matters 09.02.2015
|
|
2015/09/02
|
Results Review
|
Greatview Aseptic (468 HK), Neutral, TP: HKD3.80 (from 3.89) - Europe Ramp-Up Mitigates China’s Dairy Slowdown
|
|
2015/09/02
|
Results Review
|
CRG (390 HK, BUY , TP: HKD10.89) - Expect Stronger 2H15
|
|
2015/09/01
|
Regional Daily
|
Regional Morning Matters 09.01.2015
|
|
2015/09/01
|
Results Review
|
CRCC (1186 HK, BUY, TP HKD14.38) - 1H15 Misses Slightly As Orders Delayed
|
|
2015/09/01
|
Results Review
|
Evergrande (3333 HK), SELL (maintained), TP: HKD2.70 (from HKD2.50) - Still Overvalued While Risks Remain
|
|
2015/09/01
|
Results Review
|
Tianneng Power (819 HK), Upgrade to Buy, TP:HKD4.20 (from HKD4.50) - Earnings Outlook Improves Significantly
|
|
2015/09/01
|
Results Review
|
Greentown (3900 HK), NEUTRAL (maintained), TP: HKD6.10 (from HKD6.90) - Lacking Growth Potential
|
|
2015/09/01
|
Sector News Flash
|
China Property Sector - Two Mild Policy Supports In A Week
|
|
2015/08/31
|
Regional Daily
|
Regional Morning Matters 08.31.2015
|
|
2015/08/31
|
Results Review
|
Pacific Online (543 HK, Buy (from Neutral), TP HKD3.30) – Value Emerges
|
|
2015/08/31
|
Results Review
|
Mengniu (2319 HK), BUY (Maintained), TP: HKD40.3 (from HKD52.3) - 1H15 Numbers Dragged By Plain Milk Oversupply
|
|
2015/08/31
|
Results Review
|
CPMC (906 HK), Neutral (from BUY), TP: HKD4.4 (from HKD6.37) - Dragged By Deflating Raw Materials Prices
|
|
2015/08/31
|
Results Review
|
Petro-King Oilfield Services (2178 HK), NEUTRAL (Maintained), TP HKD0.80 (from 1.40) - Full Recovery Still Distant
|
|
2015/08/31
|
Results Review
|
CRRC (1766 HK, BUY (from NEUTRAL), TP HKD14.55) - 1H15 Numbers In Line
|
|
2015/08/31
|
Results Review
|
Trinity (891 HK), SELL, TP: HKD0.50 (both Maintained) - Greater Losses and Zero Visibility
|
|
2015/08/28
|
Regional Daily
|
Regional Morning Matters 08.28.2015
|
|
2015/08/28
|
Results Review
|
Agile Property (3383 HK), NEUTRAL (maintained), TP: HKD3.20 (from HKD4.90) - Dismal Results On High Lower-Tier Cities Exposure
|
|
2015/08/28
|
Results Review
|
KWG Property (1813 HK), BUY, TP: HKD7.60 (both maintained) - Harvesting Period On Tier-1 & 2 City Projects
|
|
2015/08/28
|
Results Review
|
Kangda (6136 HK), Neutral, TP:HKD2.40 (from HKD4.00) - New Projects Secured Behind Schedule
|
|
2015/08/28
|
Results Review
|
Netdragon (777 HK, Buy, TP HKD23.01) – Online Education Shows Encouraging Progress
|
|
2015/08/28
|
Results Review
|
SPT Energy (1251 HK), NEUTRAL (Maintained), TP HKD0.80 (from 0.90) - Challenges Remain But Priced In
|
|
2015/08/28
|
Results Review
|
Anton Oilfield (3337 HK), SELL (Maintained), TP HKD0.80 (from 1.28) - Downside Extends Further
|
|
2015/08/27
|
Regional Daily
|
Regional Morning Matters 08.27.2015
|
|
2015/08/27
|
Results Review
|
Haitian Intl (1882 HK, BUY, TP: HKD16.3 (from HKD19.0)) - Still a Long-Term Winner
|
|
2015/08/27
|
Results Review
|
APT Satellite (1045 HK, Buy, TP: HKD8.7) - The Worst Likely Over
|
|
2015/08/27
|
Results Review
|
Goldpac (3315 HK, Buy, TP: HKD7.3) - Growth Set To Pick Up Again
|
|
2015/08/27
|
Results Review
|
Shimao Property (813 HK), BUY (maintained), TP: HKD17.50 (from HKD19.80) - Much More To Come
|
|
2015/08/27
|
Results Review
|
Digital China (2280 HK, Neutral, TP HKD10.41) – Seeking Exclusivity In IT And The Internet
|
|
2015/08/26
|
Regional Daily
|
Regional Morning Matters 08.26.2015
|
|
2015/08/26
|
Results Review
|
Sunac China (1918 HK), BUY (maintained), TP: HKD8.80 (from HKD10.10) - Expecting A Stronger 2H15
|
|
2015/08/26
|
Results Review
|
Sunny Optical (2382 HK, Neutral, TP: HKD13.10 (from HKD13.30)) - Less Exciting Outlook
|
|
2015/08/26
|
Results Review
|
Hengdeli (3389 HK), Neutral, TP: HKD1.00 (from HKD1.47) - In Preservation Mode
|
|
2015/08/26
|
Results Review
|
China Resources Gas (1193 HK), BUY (Maintained), TP: HKD25.10 (from HKD25.60) - Solid Results In Challenging Times
|
|
2015/08/26
|
Company Update
|
CSCI (3311 HK, BUY, TP HKD18.85) - Value Emerges Amid Market Volatility
|
|
2015/08/26
|
Results Review
|
HC International (2280 HK, Neutral, TP HKD3.04) – Online Business Faces Big Challenge
|
|
2015/08/25
|
Regional Daily
|
Regional Morning Matters 08.25.2015
|
|
2015/08/25
|
Results Review
|
|