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all_research_greater_china / Equity
- China IT Hardware: Import substitution and geopolitical events will be key focal points for China semis going forward. Maintain OVERWEIGHT by UOB
- China Automobile Weekly: PV sales up 16% yoy last week, beating estimates. Maintain MARKET WEIGHT. Top BUYs: Geely, Fuyao and Desay. by UOB
- Greater China Daily: Monday, December 9, 2024 by UOB
- China Economics Inflation: PPI deflation moderates; weaker-than-expected CPI inflation. by UOB
- Greater China Daily: Wednesday, December 11, 2024 by UOB
- China Economics: Trade -- Nov 24 exports growth slowed; in line with weak PMI new export orders. by UOB
- China Internet: 1H25 outlook shaped by implications of fiscal stimuli and US tariffs. by UOB
- Greater China Small-mid Cap Monthly: Thursday, December 12, 2024 by UOB
- Greater China Small-Mid Cap Monthly: Crystal International: Eyeing Stock Connect inclusion in Mar 25. by UOB
- Macau Gaming: Nov 24 GGR down 11% mom after a strong Golden Week; more policies to support Macau visitations. by UOB
- Greater China Daily: Monday, December 2, 2024 by UOB
- Greater China Daily: Friday, January 3, 2025 by UOB
- Greater China Daily: Monday, January 6, 2025 by UOB
- China And Hong Kong Property Strategy: Review of the mainland and Hong Kong property markets in 2024. by UOB
- Greater China Daily: Friday, January 10, 2025 by UOB
- China Economics: Inflation -- Positive signs amid deflationary pressures. by UOB
- Greater China Daily: Monday, January 13, 2025 by UOB
- China Education: Key growth themes in 2025 upon policy clarity and AI integration progress. by UOB
- China Property: Sales pull back mom before Chinese New Year; updates of 2024 operational data of COLI and Longfor. by UOB
- China Economics: Money Supply -- Positive signs despite weak credit demand. by UOB
- Greater China Daily: Thursday, January 16, 2025 by UOB
- Greater China Daily: Monday, January 20, 2025 by UOB
- China IT Hardware: TSMC results call – positive read-across to long-term AI accelerator demand. Maintain OVERWEIGHT. by UOB
- Greater China Daily: Tuesday, January 21, 2025 by UOB
- Greater China Daily: Thursday, January 23, 2025 by UOB
- Greater China Daily: Friday, December 6, 2024 by UOB
- Greater China Market Strategy: Cautiously optimistic. by UOB
- Greater China Daily: Tuesday, December 10, 2024 by UOB
- China Property: Latest Politburo meeting vows stronger fiscal and monetary stimulus as well as unconventional counter-cyclical adjustments for 2025. by UOB
- China Logistics: Nov 24 industry data remained healthy; expect positive sector outlook in 2025. Maintain OVERWEIGHT, with JDL being our top pick. by UOB
- Greater China Daily: Thursday, December 12, 2024 by UOB
- Greater China Market Strategy: 2025 Year Ahead - De-risking And De-coupling by UOB
- Greater China Daily: Friday, December 13, 2024 by UOB
- China Automobile Weekly: PV sales growth accelerated to 34% yoy last week, beating estimates. Maintain MARKET WEIGHT. Top BUYs: Geely, Fuyao and Desay. by UOB
- China Economics: PMI -- A strong rebound for non-manufacturing PMI. by UOB
- Greater China Daily: Thursday, January 2, 2025 by UOB
- Greater China Strategy Alpha Picks: January Conviction Calls by UOB
- Greater China Daily: Tuesday, January 7, 2025 by UOB
- Greater China Daily: Wednesday, January 8, 2025 by UOB
- China Automobile Weekly: OEMs set ambitious 2025 targets. Maintain MARKET WEIGHT. Top BUYs: Geely, Fuyao and Desay. by UOB
- China Healthcare: Stay focused, stay innovative. by UOB
- China IT Hardware: Solid 2024 shipment data; sustained growth in 2025 remains intact. Maintain OVERWEIGHT. by UOB
- Greater China Daily: Tuesday, January 14, 2025 by UOB
- Greater China Daily: Wednesday, January 15, 2025 by UOB
- China Metals and Mining: Hawkish Fed spurs North America ETF outflows; copper prices edge up on China stimulus hopes. by UOB
- China Automobile Weekly: PV sales down 10% yoy but up 8.5% wow; EVs gain on subsidy rollout. Maintain MARKET WEIGHT. Top BUYs: Geely, CATL, Fuyao and Desay. by UOB
- China Economic Activity: Right on the mark – China hits 5% growth in 2024. by UOB
- Greater China Daily: Friday, January 17, 2025 by UOB
- Greater China Daily: Wednesday, January 22, 2025 by UOB
- China Property And China Property Management Strategy: Property market marginally cools down before CNY; 2024 earnings preview on COLI/CR Land/COPH. by UOB