Hong Kong

HK : Time to lift some of the “harsh measures”

EM Risk Reward: China in chaos and Nigeria drowns

EM Risk Rewards: China debt crisis, BRICS 2023

Vital Signs: Actionable charts

EM Risk Rewards: China local debt, Argentina elections

EM Risk Rewards: China local debt, Vietnam real estate

HK : XPeng Inc - EV model transition has passed

HK : Hang Lung Properties Ltd - Resilient IP drives EPS recovery

HK : Accelerated expansion to boost earnings

HK : Property - Overall - Expect home prices to fall 5% hoh in 2H23F

HK : Wharf REIC - Retail rebound should outweigh higher borrowing costs

HK : Wharf Holdings Ltd - Unlikely to be taken private in the near term

HK : Swire Properties Ltd - Resilient office vacancy despite falling rents

HK : Sun Hung Kai Properties Ltd - Resilient through market downcycle

HK : Sino Land Co Ltd - A rare beneficiary of high interest rates

HK : Link REIT - Lifting borrowing cost assumption

HK : New World Development - Expect more asset disposals

HK : Kerry Properties - To see further non-core asset disposals

HK : Hysan Development - Short-term impact from asset enhancement

HK : Henderson Land Development - Farmland as a source of disposal income

HK : Hang Lung Properties Ltd - DPS could be maintained despite a higher gearing

HK : CK Asset Holdings Limited - Disposal deal with Sino Suisse falls through; a near-term positive

HK : Champion REIT - The worst not over for Three Garden Road

HK : Sunny Optical Technology - Expecting a mild market recovery in 2H23F

Vital Signs: Actionable charts