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all_research_greater_china / Equity
- Greater China Daily: Monday, September 25, 2023 by UOB
- China Commodities Weekly: Hawkish Fed and gloomy China recovery outlook weigh on metals prices by UOB
- Greater China Daily: Wednesday, September 27, 2023 by UOB
- China Banking: 1H23 results wrap-up: Getting back on track slowly. by UOB
- Sportswear Sector - Early-October An Entry Point; Anta As New Top Pick by UOB
- China Commodities Weekly: Gold extended its losing streak from 25 sep 23; LME copper traded at the widest contango since 1994. by UOB
- Greater China Strategy Alpha Picks: October conviction calls. by UOB
- China Automobile Weekly: Sales of top EV companies grew 49% yoy/5% mom in September; in line. Maintain UNDERWEIGHT. Top BUYs: BYD, CATL and Li Auto. by UOB
- Macau Gaming: BUY on recent share price pullbacks. MARKET WEIGHT by UOB
- China Commodities Weekly: Israel-Hamas conflict boosts safe-haven appeal. by UOB
- China Property: Property sales during National Day holiday weaker than expected; awaiting more stimuli in 4Q23 to restore confidence. by UOB
- Greater China Daily: Thursday, October 12, 2023 by UOB
- China Automobile Weekly: PEV sales up 22-23% yoy/4-6% mom in September, in line. Maintain UNDERWEIGHT. Top BUYs: BYD, CATL and Li Auto. by UOB
- China Economics: Inflation: Sep 23 CPI inflation lower on moderating food inflation. by UOB
- China Economics: Trade -- Trade on the mend in Sep 23; less pressure on the renminbi. by UOB
- China Commodities Weekly: Safe-haven assets rally on flight-to-safety bids. by UOB
- Greater China Daily: Wednesday, October 18, 2023 by UOB
- China Economic Activity: 3Q23 growth beats; general improvement seen in Sep 23 data. by UOB
- Greater China Daily: Tuesday, October 24, 2023 by UOB
- Hong Kong Strategy: Hong Kong Exchange and Hong Kong Property Sector -- Takeaways from 2023 Hong Kong Policy Address: Policies largely in line; Maintain MARKET WEIGHT. by UOB
- Greater China Daily: Friday, October 27, 2023 by UOB
- Greater China Small-mid Cap Biweekly: Monday, October 30, 2023 by UOB
- GC Small-Mid Cap Biweekly: Pet food exports on track for recovery; beneficiary: Yantai China Pet Food. by UOB
- China Economics: PMI -- September’s improvement was a flash in the pan. by UOB
- Greater China Daily: Thursday, November 2, 2023 by UOB
- Greater China Daily: Tuesday, September 26, 2023 by UOB
- China Property: New homes sales rebound in key cities; assessing impact of Evergrande event. by UOB
- Greater China Daily: Thursday, September 28, 2023 by UOB
- China Automobile Weekly: Weekly: China’s PEV Sales Growth Accelerates To 40% During 18-24 Sep 23 by UOB
- China Economics: PMI -- Policy easing may be gaining traction. by UOB
- Greater China Daily: Wednesday, October 4, 2023 by UOB
- Greater China Small-Mid Cap Biweekly: Major generative AI upgrades; Wondershare is the beneficiary. by UOB
- China Consumer: Good recovery by domestic tourism and catering during Golden Week holiday. by UOB
- Greater China Daily: Tuesday, October 10, 2023 by UOB
- Hong Kong Property: Preview of the 2023 Policy Address: Assessing the impact of easing measures on the property industry. by UOB
- Greater China Daily: Tuesday, August 29, 2023 by UOB
- Greater China Daily: Friday, October 13, 2023 by UOB
- Greater China Daily: Monday, October 16, 2023 by UOB
- China Economics: Money Supply -- Further improvement necessary to entrench economic recovery. by UOB
- Greater China Small-mid Cap Biweekly: Monday, October 16, 2023 by UOB
- Greater China Small-Mid Cap Biweekly: Eyeing VR events in 4Q23; beneficiary: Shenzhen Zhaowei Machinery. by UOB
- Macau Gaming: Marketing feedback: Be selective; eyes on cost management amid intensified competition. Maintain MARKET WEIGHT. by UOB
- Greater China Daily: Thursday, October 19, 2023 by UOB
- Greater China Daily: Wednesday, October 25, 2023 by UOB
- Greater China Daily: Thursday, October 26, 2023 by UOB
- Greater China Daily: Monday, October 30, 2023 by UOB
- Greater China Daily: Tuesday, October 31, 2023 by UOB
- China Property: Top 100 developers’ Oct 23 sales weaker than expected; government housing supply to accelerate. by UOB
- Greater China Daily: Wednesday, November 1, 2023 by UOB
- Greater China Strategy Alpha Picks: November Conviction Calls -- We add a mix of defensives and turnaround stocks − COSCO Shipping, CR Mixc, Great Wall Motor, Innovent, Link REIT and NetEase − to our BUY list. by UOB