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all_research_greater_china / Equity
- China Automobile: Weekly: 3Q23 results wrap-up; analysis of BYD’s channel inventory level. Maintain UNDERWEIGHT. Top BUYs: BYD, CATL and Li Auto. by UOB
- China Internet: 11.11 Campaign – Value-for-money strategy to support growth revival. by UOB
- China Commodities Weekly: Easing fears of further rate hikes supporting metals prices. by UOB
- China Economics: Trade -- Disappointing October exports likely a prelude to further weakness. by UOB
- Greater China Daily: Thursday, November 9, 2023 by UOB
- China Healthcare: A brighter outlook in 2024. by UOB
- China Economics: Money Supply -- A little less to cheer. by UOB
- China Internet: Muted growth acceleration from 11.11 campaign. by UOB
- China Economic Activity: Stronger retail sales in Oct 23, but FAI stays weak. by UOB
- Greater China Daily: Monday, November 20, 2023 by UOB
- Greater China Daily: Monday, December 4, 2023 by UOB
- Greater China Daily: Wednesday, November 28, 2023 by UOB
- Greater China Daily: Friday, December 1, 2023 by UOB
- China Automobile Weekly: China’s PEV retail sales up 37% yoy/2% mom during 1-19 Nov 23, in line. Maintain UNDERWEIGHT. Remove BYD from top pick list. Top picks: CATL and Li Auto. by UOB
- China Economics: PMI -- A mixed bag despite negative headlines. by UOB
- Greater China Daily: Friday, November 17, 2023 by UOB
- Greater China Strategy: Staying the course -- We expect China’s real GDP to grow 4% in 2024; MSCI China Index target at 67.3pts. by UOB
- Greater China Daily: Wednesday, November 22, 2023 by UOB
- China Property: Home prices in Tier 1 cities feel greater downward pressure; eyes on policy catalysts and range trading opportunities. by UOB
- China Internet: Strong pipeline in 2024; ample monetisation opportunities from party games. by UOB
- China Automobile Weekly: PV sales spike on price cuts; lithium prices fell to two-year lows. Maintain UNDERWEIGHT. Top SELLs: BYD and Ganfeng Lithium. by UOB
- Greater China Daily: Tuesday, November 21, 2023 by UOB
- Greater China Daily: Tuesday, December 12, 2023 by UOB
- Greater China Daily: Wednesday, December 13, 2023 by UOB
- Greater China Daily: Friday, December 15, 2023 by UOB
- Greater China Daily: Monday, November 6, 2023 by UOB
- Greater China Daily: Tuesday, November 7, 2023 by UOB
- Greater China Daily: Wednesday, November 8, 2023 by UOB
- China Property: Land markets remain weak, Shenzhen expresses firm support for Vanke. by UOB
- China Economics: Inflation -- Oct 23 inflation lower on pockets of weakness in consumer demand. by UOB
- Greater China Small-mid Cap Biweekly: Monday, November 13, 2023 by UOB
- China Internet: 3Q23 results preview: Solid e-commerce ad growth to drive sector growth; potential positive surprise from online game grossing. by UOB
- China Property: New-home sales still weak; PBOC’s decision to offer PSL/Special Loan will be positive for market stabilisation. by UOB
- China Aviation: Airlines’ Oct 23 operational data: Recovery continued at a moderate pace; overcapacity issue remains. Maintain UNDERWEIGHT. by UOB
- Greater China Daily: Friday, November 24, 2023 by UOB
- Greater China Strategy Alpha Picks: December Conviction Calls by UOB
- Greater China Small-Mid Cap Biweekly: Eyeing PCB recovery. by UOB
- Greater China Daily: Thursday, November 23, 2023 by UOB
- China Automobile Weekly: EV sales fell and inventories piled up during 20-26 Nov 23. Maintain UNDERWEIGHT. Top SELLs: BYD and Ganfeng Lithium. by UOB
- China Property: A closer look at China’s GBA property market. by UOB
- Greater China Daily: Tuesday, December 5, 2023 by UOB
- China Commodities Weekly: US dollar tumbles on easing Fed rate hike fears; industrial metals and iron ore prices spike on stimulus optimism. by UOB
- Greater China Daily: Wednesday, December 6, 2023 by UOB
- Greater China Daily: Thursday, December 7, 2023 by UOB
- China Shipping and Ports: Near-term outlook still subdued; trade volume likely to see a moderate pick-up in 2024. by UOB
- Greater China Daily: Monday, December 11, 2023 by UOB
- Greater China Small-mid Cap Biweekly: Monday, December 11, 2023 by UOB
- Greater China Small-Mid Cap Biweekly: Eyeing fibre optic component suppliers. by UOB
- Greater China Daily: Thursday, December 14, 2023 by UOB
- China Automobile Weekly: Destocking kicked off for EVs. Maintain UNDERWEIGHT. Top SELLs: BYD and Ganfeng Lithium. by UOB