Wednesday, January 1st, 2025

Category: Hong Kong stocks

Maintain Preference for AI-Device Plays Amid High Uncertainty

1. IT Hardware Sector: Maintain Preference for AI-Device Plays Amid High Uncertainty Sector Overview: The IT Hardware sector delivered mixed results in the first half of 2024, with the robust performance of AI-infrastructure businesses...

Sun Hung Kai Properties (SHKP): Poised for Recovery Amid Lower Interest Rates and Strategic Developments

Sun Hung Kai Properties (SHKP): Poised for Recovery Amid Lower Interest Rates and Strategic Developments Overview: Sun Hung Kai Properties (SHKP) is one of the largest real estate developers in Hong Kong, specializing in...

Akeso, Inc. (9926 HK): A Revolutionary Player in Lung Cancer Treatment

Akeso, Inc. (9926 HK): A Revolutionary Player in Lung Cancer Treatment Ivonescimab: A Game Changer in First-Line Lung Cancer Treatment Akeso Inc. continues to make headlines in the biotechnology sector, particularly with its groundbreaking...

China Market outlook

Inflation Report – China Economic Outlook: China’s inflation has been moderate, with August CPI inflation rising to 0.6% YoY, slightly below market expectations. However, deflationary pressures remain a concern as core inflation fell to...

Strategic Investment Outlook: Analyzing Goldwind, Jiumaojiu, Kingboard Laminates, and PDD Holdings

Goldwind Science & Technology, Jiumaojiu International Holdings, Kingboard Laminates, and PDD Holdings are focal points of this investment analysis, each positioned uniquely in their respective markets. Here’s an in-depth look at their prospects: Goldwind...

China Coal (HKEX: 1898)

China Coal (HKEX: 1898) and China Shenhua (HKEX: 1088): Coal Price Upticks Amid Tight Supply Recommendation: BUY Target Price for China Coal: HKD 9.7 Target Price for China Shenhua: HKD 38.76 Date of Recommendation:...

Alibaba-SW

Alibaba-SW (HKEX: 9988) and Tencent (HKEX: 700): Strategic Collaboration Through WeChat Pay Integration Recommendation: BUY Target Price for Alibaba: HKD 105.07 Target Price for Tencent: HKD 476.93 Date of Recommendation: September 9, 2024 Broker...

COLI (HKEX: 688) and CR Land (HKEX: 1109)

COLI (HKEX: 688) and CR Land (HKEX: 1109): Extra Incentives for Home Trade-Ins Drive Sector Growth Recommendation: BUY Target Price for COLI: HKD 16.23 Target Price for CR Land: HKD 32.35 Date of Recommendation:...

Automobile – China

Automobile – China Weekly: PV Sales Rebound By 10% yoy; Beat Expectations China’s PV insurance registrations rebounded by 10% yoy and 13% wow to 514,134 units in the week of 26 Aug-1 Sep 2024....

Contemporary Amperex Technology Co. Ltd

Contemporary Amperex Technology Co. Ltd. (CATL, 300750 CH): Dominating the Global EV Battery Market Recommendation: BUY Target Price: RMB250.00 Date of Recommendation: September 9, 2024 Broker Company: UOB Kay Hian Investment Thesis: CATL remains...