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all_research_greater_china / Equity
- China Commodities Weekly: Steel prices rally on sentiment recovery; rainy season ahead. by UOB
- China Economics: Trade -- Light at the end of the tunnel? by UOB
- China Automobile Weekly: May ICE-car sales beat estimates on price cuts. EV sales are in line, driven by exports. by UOB
- China Economics: Inflation -- Disinflation continues amid falling global commodity prices. by UOB
- Greater China Small-Mid Cap Biweekly: Accelerating penetration of liquid cooling technology in data centres; beneficiaries are Shenzhen Envicool Technology (002837 CH) and Guangdong Shenling Environment Systems (301018 CH). by UOB
- China Commodities Weekly: Market bets on a more dovish Fed; steel price rally unsustainable. by UOB
- China Economics: Money supply growth slows, more easing expected. by UOB
- Greater China Daily: Thursday, June 15, 2023 by UOB
- China Economic Activity: May Data Below Expectations; Focus Turns To Possible Stimulus by UOB
- China Strategy: 2H23 – Time For A Booster? by UOB
- 2H23 Market Strategy: Time for a booster? by UOB
- China Internet: 618 shopping gala – Price war reignited amid tempered consumption. by UOB
- Hong Kong Property: Higher funding costs weighing on property prices; accelerated talent inflow offers downside protection. by UOB
- Greater China Small-mid Cap Biweekly: Tuesday, May 29, 2023 by UOB
- Greater China Daily: Tuesday, June 27, 2023 by UOB
- Greater China Small-mid Cap Biweekly: Monday, June 26, 2023 by UOB
- China Online Travel Agencies: Softer data for 2023 Dragon Boat Festival; summer travel boom to revitalise outbound travel. by UOB
- Greater China Daily: Friday, June 30, 2023 by UOB
- Greater China Daily: Monday, July 3, 2023 by UOB
- China Strategy: Fundamentals of property sector weakened; HMF benefits property management sector. by UOB
- China Commodities Weekly: US PCE core index softens to 4.6%; domestic steel inventory rebounds. by UOB
- China Strategy Alpha Picks: July Conviction Calls by UOB
- Greater China Daily: Thursday, July 6, 2023 by UOB
- Greater China Daily: Friday, July 7, 2023 by UOB
- Hong Kong Property: Government easing mortgage rules; home transactions of HK$10m-30m to see biggest improvement in LTV cap. MARKET WEIGHT by UOB
- Greater China Daily: Thursday, June 8, 2023 by UOB
- Greater China Daily: Friday, June 9, 2023 by UOB
- Greater China Daily: Monday, June 12, 2023 by UOB
- Greater China Daily: Tuesday, June 13, 2023 by UOB
- Greater China Small-Mid Cap Biweekly: Positive on SOE reform; Qingdao Port International as an attractive play with low valuation. by UOB
- Greater China Daily: Wednesday, June 14, 2023 by UOB
- China Property: Takeaways from Singapore/Kuala Lumpur marketing trip. by UOB
- Greater China Daily: Friday, June 16, 2023 by UOB
- Greater China Daily: Monday, June 19, 2023 by UOB
- Hong Kong Property: CVI index falls below 40; HKSAR relaunches private SSFs. by UOB
- China Aviation: Airlines -- Expecting strong summer peak travel; equity-raisings still an overhang. Maintain UNDERWEIGHT. by UOB
- Greater China Daily: Wednesday, June 21, 2023 by UOB
- Greater China Daily: Monday, June 26, 2023 by UOB
- Greater China Small-mid Cap Biweekly: Monday, June 12, 2023 by UOB
- Greater China Small-Mid Cap Biweekly: Renminbi depreciation provides a favourable backdrop for Chinese exporters; top picks: VTech (303 HK) and Hisense (921 HK). by UOB
- Greater China Daily: Wednesday, June 28, 2023 by UOB
- Greater China Daily: Thursday, June 29, 2023 by UOB
- China Automobile Weekly: EV sales expected to grow 15.5% mom in June, beating estimates. Maintain UNDERWEIGHT with preference for EV segment. Top BUYs: BYD, CATL and Li Auto. by UOB
- China Economics: PMI -- Manufacturing PMI meets expectations, domestic demand improves. by UOB
- Greater China Daily: Tuesday, July 4, 2023 by UOB
- Greater China Daily: Wednesday, July 5, 2023 by UOB
- China Home Appliance: Lack of catalysts ahead. Maintain MARKET WEIGHT. by UOB
- China Automobile Weekly: June PV sales beat estimates due to big price cuts on ICE-cars. Maintain UNDERWEIGHT with preference for EV segment. Top BUYs: BYD, CATL and Li Auto. by UOB
- China Shipping and Ports: Weak global trade outlook more than priced in. Maintain MARKET WEIGHT; CSH (1919 HK/BUY/Target: HK$9.71) and CSP (1199 HK/BUY/Target: HK$6.65) are our top picks. by UOB
- Greater China Small-mid Cap Biweekly: Monday, July 10, 2023 by UOB