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CGS-CIMB
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HK : Time to lift some of the “harsh measures”
27 Sep 2023
CGS-CIMB
27 Sep 2023
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HK : Time to lift some of the “harsh measures”
EMAlpha
EM Risk Reward: China in chaos and Nigeria drowns
7 Sep 2023
EMAlpha
7 Sep 2023
EM Risk Reward: China in chaos and Nigeria drowns
EMAlpha
EM Risk Rewards: China debt crisis, BRICS 2023
24 Aug 2023
EMAlpha
24 Aug 2023
EM Risk Rewards: China debt crisis, BRICS 2023
Vermilion Research
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Vital Signs: Actionable charts
21 Aug 2023
Vermilion Research
21 Aug 2023
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Vital Signs: Actionable charts
EMAlpha
EM Risk Rewards: China local debt, Argentina elections
16 Aug 2023
EMAlpha
16 Aug 2023
EM Risk Rewards: China local debt, Argentina elections
EMAlpha
EM Risk Rewards: China local debt, Vietnam real estate
10 Aug 2023
EMAlpha
10 Aug 2023
EM Risk Rewards: China local debt, Vietnam real estate
CGS-CIMB
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HK : XPeng Inc - EV model transition has passed
2 Aug 2023
CGS-CIMB
2 Aug 2023
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HK : XPeng Inc - EV model transition has passed
CGS-CIMB
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HK : Hang Lung Properties Ltd - Resilient IP drives EPS recovery
31 Jul 2023
CGS-CIMB
31 Jul 2023
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HK : Hang Lung Properties Ltd - Resilient IP drives EPS recovery
CGS-CIMB
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HK : Accelerated expansion to boost earnings
31 Jul 2023
CGS-CIMB
31 Jul 2023
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HK : Accelerated expansion to boost earnings
CGS-CIMB
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HK : Property - Overall - Expect home prices to fall 5% hoh in 2H23F
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : Property - Overall - Expect home prices to fall 5% hoh in 2H23F
CGS-CIMB
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HK : Wharf REIC - Retail rebound should outweigh higher borrowing costs
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : Wharf REIC - Retail rebound should outweigh higher borrowing costs
CGS-CIMB
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HK : Wharf Holdings Ltd - Unlikely to be taken private in the near term
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : Wharf Holdings Ltd - Unlikely to be taken private in the near term
CGS-CIMB
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HK : Swire Properties Ltd - Resilient office vacancy despite falling rents
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : Swire Properties Ltd - Resilient office vacancy despite falling rents
CGS-CIMB
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HK : Sun Hung Kai Properties Ltd - Resilient through market downcycle
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : Sun Hung Kai Properties Ltd - Resilient through market downcycle
CGS-CIMB
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HK : Sino Land Co Ltd - A rare beneficiary of high interest rates
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : Sino Land Co Ltd - A rare beneficiary of high interest rates
CGS-CIMB
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HK : Link REIT - Lifting borrowing cost assumption
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : Link REIT - Lifting borrowing cost assumption
CGS-CIMB
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HK : New World Development - Expect more asset disposals
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : New World Development - Expect more asset disposals
CGS-CIMB
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HK : Kerry Properties - To see further non-core asset disposals
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : Kerry Properties - To see further non-core asset disposals
CGS-CIMB
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HK : Hysan Development - Short-term impact from asset enhancement
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : Hysan Development - Short-term impact from asset enhancement
CGS-CIMB
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HK : Henderson Land Development - Farmland as a source of disposal income
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : Henderson Land Development - Farmland as a source of disposal income
CGS-CIMB
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HK : Hang Lung Properties Ltd - DPS could be maintained despite a higher gearing
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : Hang Lung Properties Ltd - DPS could be maintained despite a higher gearing
CGS-CIMB
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HK : CK Asset Holdings Limited - Disposal deal with Sino Suisse falls through; a near-term positive
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : CK Asset Holdings Limited - Disposal deal with Sino Suisse falls through; a near-term positive
CGS-CIMB
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HK : Champion REIT - The worst not over for Three Garden Road
25 Jul 2023
CGS-CIMB
25 Jul 2023
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HK : Champion REIT - The worst not over for Three Garden Road
CGS-CIMB
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HK : Sunny Optical Technology - Expecting a mild market recovery in 2H23F
20 Jul 2023
CGS-CIMB
20 Jul 2023
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HK : Sunny Optical Technology - Expecting a mild market recovery in 2H23F
Vermilion Research
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Vital Signs: Actionable charts
14 Jul 2023
Vermilion Research
14 Jul 2023
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Vital Signs: Actionable charts
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