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all_research_greater_china / Equity
- China Economics: Inflation -- Disinflation continues but a turnaround likely in near future. by UOB
- Greater China Small-Mid Cap Biweekly : Eyeing stimulus for home furnishing consumption; beneficiaries are ZBOM Home Collection Co and Man Wah Holdings. by UOB
- China Economics: Money Supply -- Weaker M1 growth points to need for policy stimulus. by UOB
- Greater China Daily: Friday, July 14, 2023 by UOB
- China Healthcare: Underpenetrated ICL market in China; leading leading players to deliver steady growth in non-COVID-19-related revenue. by UOB
- China Economic Activity: 2Q23 growth disappoints, raising expectations for stimulus. by UOB
- China Commodities Weekly: China’s disappointing 2Q23 GDP growth weighs on base metals’ demand outlook; no signs of property market stabilisation. by UOB
- Greater China Daily: Wednesday, July 19, 2023 by UOB
- Greater China Daily: Thursday, July 20, 2023 by UOB
- China Automobile Weekly: Passenger EV sales up 53% wow in the second week of July. Maintain UNDERWEIGHT. Top BUYs: BYD, CATL and Li Auto. by UOB
- China Internet: Riding on the favourable industry trend. MARKET WEIGHT by UOB
- Greater China Small-mid Cap Biweekly: Monday, July 24, 2023 by UOB
- China Commodities Weekly: Awaiting signals from US FOMC and China Politburo meetings. by UOB
- China Property: Politburo softens tone on property sector, calling for adjustment to policies. by UOB
- China Server: AI investment series: Diving into opportunities in server industry. OVERWEIGHT by UOB
- Greater China Daily: Friday, July 28, 2023 by UOB
- Greater China Daily: Wednesday, August 2, 2023 by UOB
- China Strategy Alpha Picks: August Conviction Calls by UOB
- Greater China Daily: Monday, August 7, 2023 by UOB
- Greater China Small-Mid Cap Biweekly: Eyeing further consumption stimulus; beneficiaries: Haitian International, Moon Environment Technology. by UOB
- Greater China Daily: Monday, March 13, 2023 by UOB
- Zhejiang Shuanghuan Driveline (002472 CH): Leading precision gear maker riding on multiple structural growth trends. BUY by UOB
- Greater China Daily: Friday, August 11, 2023 by UOB
- Greater China Daily: Monday, August 14, 2023 by UOB
- China Commodities Weekly: Worsening property crisis weighing on economic recovery outlook. by UOB
- China Commodities Weekly: Economic data surprises on the downside; production restrictions to ease inventory pressure. by UOB
- Greater China Daily: Wednesday, July 12, 2023 by UOB
- Greater China Daily: Thursday, July 13, 2023 by UOB
- China Automobile Weekly: China PV sales dropped 7% yoy/2% mom during 1-9 July, missing estimates. Maintain UNDERWEIGHT. Top BUYs: BYD, CATL and Li Auto. by UOB
- Greater China Daily: Tuesday, July 18, 2023 by UOB
- China Aviation: Airlines -- Three major airlines still loss-making in 2Q23. Maintain UNDERWEIGHT with Air China (753HK/BUY/Target: HK$6.32) as our top pick. by UOB
- China Property: Latest comments by PBOC official Zou Lan point to further policy easing. by UOB
- China Property: Greater pressure on property prices will further weigh on sales and investment. by UOB
- Greater China Daily: Friday, July 21, 2023 by UOB
- China Internet: Riding on the favourable industry backdrop. by UOB
- China Property: State Council approves urban village renovation guidelines; funding remains a key constraint. MARKET WEIGHT by UOB
- Greater China Small-Mid Cap Biweekly: Gold prices denominated in CNY topped out at a year-high level; Beneficiaries: Shandong Gold and Luk Fook. by UOB
- Greater China Daily: Tuesday, July 25, 2023 by UOB
- Greater China Daily: Thursday, July 27, 2023 by UOB
- Greater China Daily: Tuesday, August 1, 2023 by UOB
- China Strategy: Property and Property Management -- Expecting policy action after PBOC meeting; Downgrade CGS to HOLD. by UOB
- Greater China Daily: Thursday, August 3, 2023 by UOB
- China Shipping and Ports: Global trade outlook is likely to stay subdued in the near term but valuations of shipping and port names are attractive. Maintain MARKET WEIGHT. Top picks: CSH and CSP. by UOB
- China Commodities Weekly: Awaiting more clarity on stimulus measures. by UOB
- Greater China Daily: Monday, April 24, 2023 by UOB
- Greater China Daily: Wednesday, August 9, 2023 by UOB
- China Economics: Inflation - PPI disinflation moderates; In line with global commodity prices. by UOB
- China Automobile Weekly: EV sales up 38% yoy and 9% mom in 1-6 August, in line with estimates. Maintain UNDERWEIGHT. Top BUYs: BYD, CATL and Li Auto by UOB
- China Economics: Money Supply -- Slower credit growth puts reflation trade at risk. by UOB
- China Property: Fundamentals of property sector further weaken, greater downward pressure on property prices. by UOB