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all_research_greater_china / Equity
- Greater China Daily: Wednesday, August 16, 2023 by UOB
- China Aviation: Airlines -- Operating data of three major airlines improved further in Jul 23. by UOB
- Greater China Daily: Monday, August 21, 2023 by UOB
- Greater China Daily: Tuesday, August 22, 2023 by UOB
- Greater China Daily: Thursday, August 24, 2023 by UOB
- Greater China Daily: Wednesday, August 30, 2023 by UOB
- China Economics: PMI - Further moderation in manufacturing contraction; policy support necessary. by UOB
- China Property: Stronger-than-expected policy easing to unleash upgrading demand in tier cities. by UOB
- China Commodities Weekly: Hopeful on demand recovery as we enter the peak consumption season. by UOB
- China Property Management: 1H23 results wrap-up: Benefitting from strong property policy in 2H23. by UOB
- Greater China Daily: Wednesday, September 6, 2023 by UOB
- China Banking: Not all bad for banks after several rate cuts. by UOB
- China Economics: Inflation -- CPI inflation back in positive territory. by UOB
- Greater China Daily: Tuesday, September 12, 2023 by UOB
- China Economics: Money Supply -- New loans beat expectations, but yoy loans growth unchanged. by UOB
- Greater China Daily: Wednesday, September 13, 2023 by UOB
- China Property: Easing of mortgage rules boosting secondary markets in Tier 1 cities; expect non-core Tier 2 cities to lift HPRs. by UOB
- Greater China Daily: Thursday, September 14, 2023 by UOB
- China Healthcare: Easing pressure from anti-corruption campaign, long-term growth outlook remains intact. by UOB
- China Aviation: Airlines Aug 23 operation data: Pax load recovery behind our projections; overcapacity issue remains. Maintain UNDERWEIGHT on Chinese airlines. by UOB
- Greater China Daily: Tuesday, September 19, 2023 by UOB
- Greater China Daily: Wednesday, September 20, 2023 by UOB
- Greater China Daily: Thursday, September 21, 2023 by UOB
- Greater China Daily: Friday, September 22, 2023 by UOB
- China Online Travel Agencies: Robust Mid-Autumn Festival and Golden Week travel pre-sales data. by UOB
- Greater China Daily: Thursday, August 17, 2023 by UOB
- China Property: Tier 1 cities seeing the largest mom decline in property prices since Oct 14. by UOB
- Greater China Small-Mid Cap Biweekly: Giordano International: Booming development in emerging markets; eyeing rebranding in Hong Kong. by UOB
- Greater China Daily: Wednesday, August 23, 2023 by UOB
- Greater China Daily: Monday, August 28, 2023 by UOB
- Greater China Daily: Thursday, August 31, 2023 by UOB
- China Aviation: Airlines still loss-making but improving; expecting a turnaround in 2H23. Maintain UNDERWEIGHT. by UOB
- China Strategy Alpha Picks: September conviction calls. by UOB
- Greater China Small-Mid Cap Biweekly: Consumer discretionary 1H23 earnings growth outpaced the HSMI and HSSI. Highlights are Samsonite International and Huitongda Network. by UOB
- China Sportswear: 1H23 results wrap-up: Expect better sales growth momentum in 4Q23 but discounts may deepen. by UOB
- Greater China Daily: Thursday, September 7, 2023 by UOB
- Greater China Daily: Friday, August 18, 2023 by UOB
- China Automobile Weekly: Not all companies benefit from falling material prices. Maintain UNDERWEIGHT. Top BUYs: BYD, CATL and Li Auto. by UOB
- China Beer: 2Q23/1H23 results wrap-up: Sales to see modest pick-up in September. by UOB
- China Commodities Weekly: Signs of economic stabilisation from improving CPI/credit data. by UOB
- China Catering: Recovery rate diverged in Aug 23; expect continued promotions in 2H23. Maintain MARKET WEIGHT. by UOB
- China Internet: Upgraded LLMs launched amid positive regulatory development. by UOB
- China Automobile Weekly: Passenger EV retail sales up 40% yoy/9% mom, beating estimates. Maintain UNDERWEIGHT. Top BUYs: BYD, CATL and Li Auto. by UOB
- Greater China Daily: Monday, September 18, 2023 by UOB
- China Economic Activity: August data mostly beat expectations, property FAI remains a drag. by UOB
- China Commodities Weekly: Better-than-expected economic figures raise hopes of soft landing. by UOB
- China Property: Mild but continuous sales recovery in Tier 1 cities; removing of HPRs will effectively unleash demand in Tier 2 cities. by UOB
- China Internet: Strong growth in online ads and OTA likely to continue; poised for improving growth fuelled by AIGC. by UOB
- China Automobile Weekly: Lithium prices fell below breakeven point, despite buoyant EV sales. Maintain UNDERWEIGHT. Top BUYs: BYD, CATL and Li Auto. by UOB
- China Home Appliance: Overseas recovery underway; maintain MARKET WEIGHT. by UOB