Turnover problems for enterprises appear amid reported takeover of the HNA Group

What's in the Pack:
Banking – China PBOC Puts Chinese Banks On The Spot Again
Traders’ Corner:
Brilliance China (1114 HK), BOC Aviation (2588)

HK stocks consolidate amid spillover effects resulted from slow resumption of China’s factory operations

What's in the Pack:
WuXi Biologics (Cayman) Inc (2269 HK) Expects Vaccine CDMO Project To Fuel Revenue Growth From 2022

Apple&rsqout;s profit warning reminds investors about reality amid China&rsqout;s continuous loosening policies

What's in the Pack:
Property – China Supportive Policies To Stimulate Property Industry

Watch out for “covert rate reduction” amid lower upward momentum towards 28,000 points

What's in the Pack:
Xiabuxiabu Catering Management (520 HK) Beneficiary Of Market Consolidation Amid The Coronavirus Outbreak

HK stocks see difficulties to have a breakthrough amid conservative earnings outlook

What's in the Pack:
Alibaba Group (BABA US) 3QFY20: Anther Solid Quarter, Mixed Impact From The Coronavirus Outbreak
Traders’ Corner:
China Aoyuan (3883 HK), Zongsheng Group (881)

Fiscal policies becoming more proactive amid Political Bureau stresses strengthening stabilization measures

What's in the Pack:
Banking – China Pessimism Over Asset Quality Underpinned By Subpar Economic Data And Covid-19 Outbreak
Traders’ Corner:
BYD Electronic (285 HK), KB Laminates (1888)

HK stocks challenge 20-day MA amid China’s “economic priority” in fighting against coronavirus outbreak

What's in the Pack:
Cement – China All Eyes On Resumption Of Construction Activities
Traders’ Corner:
Naga Corp (3918 HK), KWG Group (1813)

Tilted policies lead to higher consumption amid increasing burden on economy resulted from epidemic

What's in the Pack:
Property Management – China Short-term Disruption Unlocking Long-term Growth Potential
Traders’ Corner:
Hengan International (1044 HK), TCL Electronics (1070)

Increasing selling pressure on short-term capital ebb amid outbreak of pneumonia has yet to peak

What's in the Pack:
IT Software ‒ China Enterprise SaaS: Coronavirus Outbreak Speeding Up Cloud Migration

Position for hedging to avoid risks amid strong upward momentum on ample liquidity

What's in the Pack:
Automobile – China Risks And Opportunities Amid Epidemic
Traders’ Corner:
HK and China Gas (3 HK), CKI Holdings (1038 HK)

HK stocks retested higher resistance at 27,000 points amid gradual establishment of antiviral treatment plan

What's in the Pack:
Healthcare – China Playing An Important Role In Containing The Coronavirus Outbreak
Traders’ Corner:
A-Living (3319 HK), Hua Hong Semi (1347 HK)

HK stocks encounter resistance at 27,000 points amid uncertainties on sustainability of liquidity-driven market

What's in the Pack:
Property – China Outlook Remains Positive Despite Short-term Disruptions
Traders’ Corner:
Microport (853 HK), China Literature (772 HK)

Wait for opportunities to accumulate economy stocks amid low market valuation reflects pessimistic expectation

What's in the Pack:
Alpha Picks: February Conviction Calls
Traders’ Corner:
Kingdee International (268 HK), China Railway (390 HK)

HK stocks continue to test 25,900 points amid limited impact of stabilization measures on selling pressure of A shares

What's in the Pack:
Aviation – China Positive EBITDA Despite An Estimated 60% yoy Decline In Pax Traffic Till April

Oversold rebound opportunity is approaching amid HK stocks suffer from selling pressure before A-share market resumes

What's in the Pack:
Sands China (1928 HK) 4Q19: In Line But Outlook Uncertain Due To Coronavirus
Traders’ Corner:
AAC Tech (2018 HK), Sinopharm (1099.HK)

HSI remains technically bearish amid extension of Fed repo operations

What's in the Pack:
China’s Coronavirus Outbreak Potential Macroeconomic Repercussions
Traders’ Corner:
Genscript Biotech (1548 HK), Minsheng Bank (1988 HK)

Adjustment of Fed's liquidity injections under focus amid mounting pressure on HK stocks after holiday break

What's in the Pack:
Dongfeng Motor (489 HK) Impact Of SARI Epidemic Already Factored In
Traders’ Corner:
China Gas (384 HK), Weigao Group (1066 HK)

HSI stays above lower bollinger band amid WHO’s epidemic classification expecting to receive panic

What's in the Pack:
MicroPort Scientific Corporation (853 HK) 2019 Results Preview: Domestic Growth Accelerates, Weak Overseas Businesses May Regain Growth Momentum in 2020
Traders’ Corner:
China Res. Gas (1193 HK), Geely Auto (175 HK)

HKs stocks being capped under 20-day MA amid epidemic complexity hinders incentives to enter into market

What's in the Pack:
Dairy – China 2020 Outlook: Product Premumisation Is Key
Traders’ Corner:
Hengan International (1044 HK), CSPC Pharma (1093 HK)

Watch out for WHO’s declaration on epidemic amid Wuhan pneumonia conditions remain uncertain

What's in the Pack:
Property – China More Share Placements By Developers?
Traders’ Corner:
Yanzhou Coal (1171 HK), China Res. Land (1109 HK)

HK Stocks look for support at around 20-day MA amid Moody’s downgraded Hong Kong’s credit rating

What's in the Pack:
Cathay Pacific Airways (293 HK) Dec 19 PLF Improves But Pneumonia Outbreak Casts A Pall On Recovery
Traders’ Corner:
Baiyunshan (874 HK), Prada (1913 HK)

Cautious sentiments in HK stock market before long holidays amid Trump’s upcoming impeachment trial

What's in the Pack:
Breathing Space

Resistance remained at 29,000 points amid consolidation of weighted blue chips at high level

What's in the Pack:
Automobile ‒ China Automobile Market Stabilising On Low Base
Traders’ Corner:
Link REIT (823 HK), Sino Biopharm. (1177 HK)

Uncertainties on tariffs remain amid first phase of trade agreement in-line with expectations

What's in the Pack:
China Longyuan Power (916 HK) Solid Fundamentals With Attractive Valuation
Traders’ Corner:
Hang Seng Bank (11 HK), HK and China Gas (3 HK)

Higher risk for stock and exchange markets to retreat amid no Sino-US agreement been reached on tariff reduction

What's in the Pack:
IT Hardware – China Handset Components: 5G Will Be The Key Theme For 2020
Traders’ Corner:
BJ Enterprises Water (371 HK), CMS (867 HK)

Stock exchange market continues to reflect positivity of trade agreement amid US removed China out of list of exchange rate manipulators

What's in the Pack:
Sportswear – China 2020 Outlook: Solid Growth Prospects
Traders’ Corner:
Fu Shou Yuan (1448 HK), China Tower (788 HK)

Digital economic development is expected to become the focus amid intensive provincial and municipal meetings to be held

What's in the Pack:
Tongda Group (698 HK) Brighter 2020 Business Outlook

More attention on mobile equipment stocks amid sector rotation

What's in the Pack:
Inflation Food Price Inflation Takes A Breather
Traders’ Corner:
Wuxi Apptec (2359 HK), Man Wah Int’l (1999 HK)

HSI currently stands firmly above 28,000 points with strong China consumption stocks amid US and Iran have no intention to escalate military conflicts

What's in the Pack:
Insurance – China 2020 Sector Outlook
Traders’ Corner:
COMEC (317 HK), Wharf (4 HK)

Selling pressure takes time to alleviate amid stock markets plunge after Iran's revenge attack

What's in the Pack:
Healthcare – China CRO, CDMO And Biologics Are New Sources Of Growth
Traders’ Corner:
Yihai International (1579 HK), L’Occitane (973 HK)

Investment value of new economy shares remained amid strong oil and gold prices in short term

What's in the Pack:
Property Management – China Huge Market Potential That Could Translate Into Robust Returns
Traders’ Corner:
Meituan-W (3690 HK), Sinopec Kantons (934 HK)

High technical selling pressure amid potential “black swan” incidents

What's in the Pack:
Property – Hong Kong Home Prices Up 2.1% In 2019; SHKP Achieves 97% Sell-through Rate In First Project Launch Of The Year

HK stocks test higher 28,800 points amid continuous upward momentum in global stock market

What's in the Pack:
Metals – China Copper Market To Bottom In 2020
Traders’ Corner:
MGM China (2282 HK), Road King (1098 HK)

China’s pneumonia outbreak may cause changes to the market amid higher global liquidity underpinned the stock market

What's in the Pack:
PMI Too Early To Call A Bottom
Traders’ Corner:
Tongcheng (780 HK), XiabuXiabu (520 HK)

The HSI tests higher downside gap amid China-U.S. Agreement implementation in sight

What's in the Pack:
Anta Sports (2020 HK) Challenging Road To 2023
Traders’ Corner:
Shenzhen Expressway (548 HK), Galaxy Entertainment (27 HK)

Watch out for catalysts from policies decided in Central Economic Work Conference amid Fed kept rates unchanged

What's in the Pack:
Market Strategy 2020 – Keeping The Vision
Traders’ Corner:
China Life (2628 HK), Jiangxi Copper (358 HK)

IPO market attracts attention amid HK stocks continue to trade in range

What's in the Pack:
Commercial Vehicle 2020 Recovery To Be Driven By Replacement Demand
Traders’ Corner:
China Jinmao (817 HK), PICC PC (2328 HK)

Political Bureau of China sets economic work amid impacts of tariff continue to emerge

What's in the Pack:
Times China Holdings (1233 HK) To Spin Off Property Management Arm; On Track To Meet 2019 Sales Target

HSI tests higher resistance at 26,600 points amid US’s strong employment data

What's in the Pack:
Internet — China E-commerce Evolving With Massive Data And New Business Models
Traders’ Corner:
Chinasoft International(354 HK), CMOC (3993 HK)

Watch out for PBOC’s latest operation of MLF after maturing amid wait-and-see attitude before tariff deadline

What's in the Pack:
China Yongda Auto Services Holdings (3669 HK) Earnings Momentum Improving On All Fronts In 4Q19
Traders’ Corner:
Wuxi Apptec (2359 HK), BOC Aviation (2588 HK)

Watch out for US economic data amid doubts on impacts of headline news related to trade talks

What's in the Pack:
Property – China Closer To Annual Sales Targets With Aggressive Pricing Strategy
Traders’ Corner:
China Res Gas (1193 HK), SD Gold (1787 HK)

HK stocks turn weaker technically amid mutual countermeasures of China and US hindering trade negotiation progress

What's in the Pack:
Healthcare – China New GPO Programme May Trigger Significant Price Cuts On 35 Drugs In 2020
Traders’ Corner:
Huaneng Power (902 HK), Minth Group (425 HK)

HSI continue to test lower 26,000 points on lack of catalysts amid downward economic signal in HK

What's in the Pack:
Cathay Pacific Airways (293 HK) Changing Market Dynamics

HK stocks are expected to gradually take a breather before 26,000 points amid better-than-expected China’s manufacturing PMI

What's in the Pack:
Cement – China Prices Hike On Strong Demand. Robust 4Q19 In Sight
Traders’ Corner:
NCI (1336 HK), China Telecom (728 HK)

Positive response from individual IPOs amid HK stock market reaching stalemate

What's in the Pack:
Healthcare - China Drugs Cut Prices By 60.7% To Enter NRDL
Traders’ Corner:
Sunny Optical (2382 HK), China Unicom (762 HK)

Market focus on Alibaba being included in HK stock connect amid turmoil resulted from the US’s signing of “Democracy and Human Rights Act”

What's in the Pack:
Insurance – China Life Segment Remains Weak But Auto Insurance Shows Improvement
Traders’ Corner:
China Oriental (581 HK), Hua Hong Semiconductor (1347 HK)

HK stocks are still capped under downside gap amid bullish and bearish news about Sino-US trade talks

What's in the Pack:
Zijin Mining (2899 HK) Strong Gold And Copper Production Ramp-up To Drive Earnings Growth
Traders’ Corner:
Mengniu Dairy (2319 HK), CONCH Venture (586 HK)

Positive market sentiments on back of record-high US stocks and MSCI increasing A-shares’ weighting

What's in the Pack:
China Gas (384 HK) 1HFY20: Solid Gas Sales Expansion With Improving Dollar Margins
Traders’ Corner:
AIA (1299 HK), CNBM (3323 HK)

HSI is expected to zigzag upwards amid whether the social sentiments would be eased after district election

What's in the Pack:
The Big Picture 2020: CEWC To Kick-Start China’s Make-or-break Year

Downside gap becomes short-term resistance amid Human Rights and Democracy Act hinders Sino-US trade negotiation

What's in the Pack:
Gaming – Macau 3Q19 Wrap-up: VIP To Remain Challenging For The Rest Of The Year
Traders’ Corner:
Ali Health (241 HK), Xinyi Solar (968 HK)

HSI sees 26,000 points as important support amid news on further delay of first stage trade agreement between China and US

What's in the Pack:
Insurance – China Oct 19: PC Segment Recovers; Life Segment Remains Under Pressure
Traders’ Corner:
IGG (799), ASM Pacific (522)

HSI is expected zigzag upwards above 26,000 points amid watching out for “Hong Kong Human Rights and Democracy Act” and LPR rates

What's in the Pack:
IT Hardware – China Handset Components: Stronger-than-expected 5G Handset Penetration; Upgrade To OVERWEIGHT
Traders’ Corner:
Xingyi Glass (868 HK), ZA Online (6060 HK)

Divergence on first phase trade agreement amid PBOC’s easing signals boosted market

What's in the Pack:
Automobile – China Takeaways From China EV Sector Marketing Trip In Kuala Lumpur
Traders’ Corner:
COSCO Shipping Port (1199 HK), PRADA (1913 HK)

HSI’s key support at upside gap amid capital diversion resulted from Alibaba’s IPO

What's in the Pack:
Consumer Key Takeaways From Singles’ Day

Shadow stocks bucked the trend and rallied amid Alibaba’s upcoming IPO

What's in the Pack:
Consumer Key Takeaways From Singles’ Day
Traders’ Corner:
PA GOODDOCTOR (1833 HK), Hang Seng Bank (11 HK)

Tencent’s quarterly results slightly miss expectations amid HK stock market being plagued by external and internal conditions

What's in the Pack:
Tencent Holdings (700 HK) 3Q19: Fintech Margin Improvement Drives Margin Recovery, Strong Deferred Revenue Growth
Traders’ Corner:
Tingyi (322 HK), Swire Pacific (19 HK)

Looking forward to China’s loan stimulation policy amid downward revision of optimistic sentiments of trade negotiations

What's in the Pack:
Property – China Unsold Inventory Continues To Rise; Tier-2 Cities Become Key Targets
Traders’ Corner:
China Mobile (941 HK), MTR (66 HK)

Sino-US trade talks remain uncertain as Trump denied agreeing to tariff rollback

What's in the Pack:
AAC Technologies (2018 HK) 3Q19: Improving But Not Enough; Downgrade To SELL

Beware of overreacting on tariff rollback newsflow while awaiting for further details

What's in the Pack:
Galaxy Entertainment (27 HK) 3Q19: Slightly Beat Expectations
Traders’ Corner:
Bankcomm (3328 HK), CKH Holdings (1 HK)

HK stocks consolidate before 27,800 points amid a rumour on delay of signing the Sino-US trade agreement

What's in the Pack:
US-China Trade War Winners In Potential Phase One Trade Deal
Traders’ Corner:
CM Bank (3968 HK), Shenzhen Express (548 HK)

Higher consolidation pressure after a surge in HK stock market amid technical resistance coming one after another

What's in the Pack:
Education – China AST Companies’ Earnings Beat On Better Cost Control, Online Strategies Vary
Traders’ Corner:
China Shenhua (1088 HK), NCI (1336 HK)

Sino-US tariff and exchange rate agreements being keys for further market breakthrough

What's in the Pack:
Property – Hong Kong Residential: Home Prices Bottoming; SHKP And NWD Have Highest Exposure To Residential Development Properties
Traders’ Corner:
China Taiping (966 HK), SMIC (981 HK)

HK stocks continue to challenge 27,366 points amid positive progress of Sino-China negotiation talk

What's in the Pack:
CSPC Pharmaceutical Group (1093 HK) Transforming Into An Innovative Company

What's in the Pack:
IT Hardware – China Handset Components: 5G To Further Uplift Huawei Supply Chain
Traders’ Corner:
Evergrande (3333 HK), FE Horizon (3360 HK)

External technology stocks’ excellent results add momentum amid Fed’s announcement of rate cut

What's in the Pack:
Changsha Zoomlion Heavy Industry (1157 HK) 3Q19: Upbeat Results; All-round Improvements To Trigger Re-rating
Traders’ Corner:
SJM Holdings (880 HK), Nexteer (1316 HK)

Launching out new foreign capital stabilization policies in short term amid China’s lower economic forecast

What's in the Pack:
ZTE Corporation (763 HK) 3Q19: Earnings Boosted By One-off Gain; 4Q19 Profit Guidance In Line With Consensus Forecast
Traders’ Corner:
Zhongsheng (881 HK), China Lesso (2128 HK)

HSI set to break through 27,000 points on the back of short term positive newsflow

What's in the Pack:
HEC Pharmaceutical (1558 HK) 3Q19: Strong Outperformance With yoy Sales Growth Of 470%
Traders’ Corner:
Microport (853 HK), Galaxy Entertainment (27 HK)

HSI tests higher 100-day MA amid boosting of stock markets by opening of fourth plenary session

What's in the Pack:
The Big Picture Bond Default Risk Rises As China Moves Away From Its Old Playbook

Watch out for technology stocks which dragged by Amazon’s weak-than-expected quarterly results amid stronger momentum on China’s large-sized banks

What's in the Pack:
Powerlong Property Holdings (1238 HK) Introduces Commercial Real Estate Projects
Traders’ Corner:
Chow Sang Sang (116 HK), COMEC (317 HK)

Focus on oil-related stocks amid weighted Tencent drags market down

What's in the Pack:
Anhui Conch Cement Co (914 HK) 3Q19: Strong Momentum Sustained
Traders’ Corner:
Sa Sa Int’l (178 HK), Huaneng Power (902 HK)

HK stocks struggle between bulls and bears amid suspension of Brexit legislation process

What's in the Pack:
Sany Heavy Equipment Int’l Holdings Co (631 HK) A Hidden Gem In Machinery Manufacturing Industry
Traders’ Corner:
AAC Tech (2018 HK), Kingboard Holdings (148 HK)

HK stocks trade in narrow range amid capital diversification from heating of IPO market

What's in the Pack:
Insurance – China Higher Premiums Growth Driven By Life Segment; Unlikely To Be Sustainable
Traders’ Corner:
Meituan - W (3690 HK), China Life (2628 HK)

Focus on exchange market outlook amid UK and EU reached a Brexit agreement

What's in the Pack:
New World Development (17 HK) Takeaways From Management Meeting: Well-positioned Amid Headwinds
Traders’ Corner:
K. Wah International (173 HK), Pacific Textiles (1382 HK)

Waiting for breakthrough of HK stocks against its downward trend amid expectation on progress of Brexit negotiation

What's in the Pack:
Property – Hong Kong 2019 Policy Address: Measures Announced More Beneficial Than Punitive To Developers
Traders’ Corner:
Country Garden (2007 HK), Travelsky Tech (696 HK)

HK stocks consolidate sideways amid focusing on housing measures of policy address

What's in the Pack:
Inflation Falling PPI Inflation Points to Further Earnings Pressure
Traders’ Corner:
ZA Online (6060 HK), COFCO Packaging (906 HK)

HSI to consolidate towards 20-day moving average while awaiting trade deal details

What's in the Pack:
Sany Heavy Equipment International Holdings (631 HK) A Hidden Gem Of A Machinery Manufacturer
Traders’ Corner:
China Vanke (2202 HK), China EB (165 HK)

Take a lead in speculation results in higher selling pressure amid partial agreement of Sino-US trade deal

What's in the Pack:
CSPC Pharmaceutical Group (1093 HK) Zhejiang Monitoring List Poses Insignificant Impact On NBP Capsule, BUY on Weakness

More short-term speculative movement for HK stocks amid a hope that US and China would reach a partial agreement

What's in the Pack:
Solar Power – China Solar Wafer And Module Prices Remained Weak
Traders’ Corner:
Dongfeng Group (489 HK), Sino Biopharm (1177 HK)

Higher safe heaven demand amid lack of progress in Sino-US meeting amid at deputy level

What's in the Pack:
Pentamaster International(1665 HK) Initiate Coverage With BUY; Master Of Smart Solutions
Traders’ Corner:
CG Services (6098 HK), Link REIT (823 HK)

Increasing selling pressure on HK stocks amid Sino-US trade disputes extending to level of technology and finance

What's in the Pack:
Property – China Weekly: Housing Sales Volume Exceeds Expectations
Traders’ Corner:
China Res Gas (1193 HK), China Res Gas (1193 HK)

HK stocks are affected by domestic and external uncertain factors amid undercurrent of Sino-US negotiation

What's in the Pack:
Hope Springs Eternalr
Traders’ Corner:
3SBIO (1530 HK), KWG Group (1813 HK)

US rate cut expectation boosts stock market amid continuous macro risks

What's in the Pack:
REITs and Landlords – Hong Kong Office and Retail: Uncertainties May Linger
Traders’ Corner:
Haidilao (6862 HK), Café De Coral (341 HK)

HK stocks are expected to test lower 25,800 points amid external bearish trend during closure of China’s market

What's in the Pack:
China Yongda Auto Services Holdings (3669 HK) Acquires A Niche Dealer Of Porsche, Mercedes-Benz And Lexus At Cheap Prices
Traders’ Corner:
Conch Venture (586 HK), Lenovo Group (992 HK)

Low sentiments among HK stocks amid waiting for Sino-US negotiation as a catalyst

What's in the Pack:
Banking – China Mind The Gap: Divergence In Asset Quality Surfaces
Traders’ Corner:
Haier Electronics (1169 HK), CMS (867 HK)

HSI dragged on news of US investment restriction amid AB InBev’s first trading day

What's in the Pack:
The Big Picture Promising PPP Project Pipeline To Facilitate FAI Growth Recovery
Traders’ Corner:
Wuxi Apptec (2359 HK), China Railway (390 HK)

Economic focus on risk-prevention results in both A- and H- share markets lagging behind global market

What's in the Pack:
Consumer Bi-weekly Updates For 16-26 September
Traders’ Corner:
A-Living (3319 HK), Jiangxi Copper (358 HK)

Watch out for first local community dialogue with 25,800 points as HIS’s initial support

What's in the Pack:
New World Development (17 HK) FY19: Slightly Below Expectations; Expect Stable DPS Growth
Traders’ Corner:
Hang Seng Bank (11 HK), CGN Power (1816 HK)

Market becomes bullish/bearish depends on whether HSI can defend against upward channel despite signals of stability with upcoming National Day

What's in the Pack:
Healthcare – China 25-Province GPO Lowers Tender Prices Further; Pressure Remains On Other Generics9
Traders’ Corner:
SD Gold (1787 HK), Ping An (2318 HK)

Dovish speech and Liu He’s visit to US are expected to contribute a breather in the HK stock market

What's in the Pack:
Property – China Weekly: Mortgage Rates Continue To Increase In Aug 19
Traders’ Corner:
CPIC (2601 HK), Swire Pacific (19 HK)

Watch out for progress of Sino-US trade negotiation amid HSI ‘s key support at neckline of bottom of head and shoulder pattern

What's in the Pack:
Healthcare ‒ China 25-province GPO Will Push Relevant Drug Prices Lower But Have A Mixed Effect On Some Companies

Watch out for latest monthly quotation of the Loan Prime Rate

What's in the Pack:
Home Appliances – China 1H19 Results Review And 2H19 Outlook
Traders’ Corner:
Kulun Energy (135 HK), Hua Hong Semi (1347 HK)

HK stocks are expected to continue to consolidate amid cautious attitude towards market expectation on Fed’s rates rue

What's in the Pack:
Wind Power – China Recovery In WTG Prices And Low Wind Power Curtailment Continue
Traders’ Corner:
Anta Sports (2020 HK), Meituan-W (3690 HK)

Trend would not turn sour if HSI could defend against 26,356 amid lack of monetary easing measures providing excuse for consolidation

What's in the Pack:
Coal ‒ China Valuation Recovery Of Leading Coal Names
Traders’ Corner:
Li Ning (2331 HK), HKEX (388 HK)

HSI tests support at 27,000 points amid weak China’s economic data

What's in the Pack:
Economic Activity Broad-based Weakness
Traders’ Corner:
Shenzhen Investment (604 HK), Sinopharm (1099 HK)

This week’s focus shall be on FOMC meeting international oil price trend

What's in the Pack:
Dairy – China 1H19 Review And 2H19 Outlook

HK stocks are expected to trade in range above 27,000 points on A-share market closes for holiday

What's in the Pack:
Sun Hun Kai Properties (16 HK) FY19: Results In Line; Strong Balance Sheet And Positioning Allow Company To Capitalise On Opportunities
Traders’ Corner:
WH Group (288 HK), Baic Motor (1958 HK)

HK stocks are expected to refill another downside gap amid Trump’s postponement of tariff implementation

What's in the Pack:
Money Supply Further RRR Cuts Needed
Traders’ Corner:
CICC (3908 HK), TCL Electronics (1070 HK)

HK shares are expected to indirectly benefited from strength of A shares amid further relaxation of capital flow into China

What's in the Pack:
Automobile ‒ China PV Sales Deteriorated Further In August
Traders’ Corner:
Dongfeng Group (489 HK), Asia Cement (China) (743 HK)

A-shares outperform H-shares amid increasing capital from northbound trading

What's in the Pack:
Aviation – China Downgrade To MARKET WEIGHT Due To Limited Upside And SELL Rating On CX
Traders’ Corner:
BOC Aviation (2588 HK), Man Wah Holdings (1999 HK)

HSI to test 26,672 points amid a step forward regarding both local social HSI stocks are expected to refill the downward gap amid China’s strong confidence in outlook stabilization before the National Day

What's in the Pack:
Sportswear – China 1H19 Results Wrap-up; 2H19 Outlook

HSI to test 26,672 points amid a step forward regarding both local social issue and Sino-US trade conflicts

What's in the Pack:
Insurance – China Weak Premiums Growth; Profits Boosted By Tax Refunds And Higher Investment Gains
Traders’ Corner:
ASM Pacific (522 HK), Kingdee Int’l (268 HK)

Higher expectation on China’s RRR cut amid profit-taking pressure among HK stocks

What's in the Pack:
Cement – China 1H19 Results Round-up: Strong Momentum To Sustain
Traders’ Corner:
PICC P&C (2328 HK), Tingyi (322 HK)

Hong Kong stocks lack technical momentum amid recent share buyback provided catalysts

What's in the Pack:
Gas – China 1H19 Results Wrap-up
Traders’ Corner:
China Shenhua (1088 HK), Naga Corp (3918 HK)

H-shares to continue their strength on weaker RMB

What's in the Pack:
Zoomlion Heavy Industry (1157 HK) 1H19: Impressive Results, In Line With Expectations; Expect More In 2H19
Traders’ Corner:
GF Securities (1776 HK), MTR Corp (66 HK)

Cautious sentiments remained in HK stock market amid continuous downward pressure of China’s economy

What's in the Pack:
China Shineway Pharmaceutical (2877 HK) 1H19: Weak Performance Overall In 1H19; Expect A Turnaround In 2H19

Trade negotiation news boosted US stock market amid cautious sentiment in HK stock market before weekend

What's in the Pack:
Sino Biopharmaceutical (1177 HK) 1H19: Adjusted Net Profit Up 20.5% yoy; Entering Harvest Season In R&D, Growth Assured
Traders’ Corner:
COFCO Packaging (906 HK), Fu Shou Yuan (1448 HK)

Monitoring the progress of Sino-U.S. trade conflicts amid effectiveness of China's easing measures takes time to show

What's in the Pack:
The Big Picture Financing Squeeze May Prove To Be The Achilles Heel Of FAI Growth
Traders’ Corner:
Haidilao (6862 HK), China Oilfield (2883 HK)

HK stocks test technical support in long run amid intensification of US bond yield curve inversion

What's in the Pack:
China Yongda Auto Services Holdings (3669 HK) 2Q19: Earnings Growth Turns Positive, Beating Our Estimates
Traders’ Corner:
Shenzhen Expressway (548 HK), China Lesso (2128 HK)

Implementation of changes of MSCI Index after market close amid hope remain for Sino-US negotiation

What's in the Pack:
China Merchants Bank (3968 HK) 1H19: Profit Growth In Line; Asset Quality Beats Expectations
Traders’ Corner:
ZA Online (6060 HK), HK&S Hotels (45 HK)

HK stocks are expected to test lower 24,900 points amid escalation of Sino -US trade war

What's in the Pack:
Brilliance Auto (1114 HK) 1H19: Beats Our Estimates; Raise Target Price To HK$9.50

HK stocks are expected to test support at 25,800 points amid waiting for Powell’s latest stance

What's in the Pack:
Anhui Conch Cement Co (914 HK) 1H19: Another Solid Set Of Results, Beats Expectations
Traders’ Corner:
Sany Int’l (631 HK), BYD Company (1211 HK)

Technical trend of HK stocks became stabilized amid support at 25,800 points

What's in the Pack:
WuXi Biologics (Cayman) Inc (2269 HK) 1H19: Earnings Up 76% yoy; Expecting Steady Rapid Growth
Traders’ Corner:
Café De Coral (341 HK), PA Gooddoctor (1833 HK)

HSI is expected to continue to head towards 26,600 points amid expectations of global easing policies

What's in the Pack:
CSPC Pharmaceutical Group (1093 HK) 1H19: Earnings Grew Strongly By 24.8% yoy; Easing Policy Pressure

With news getting more stabilized, HSI is expected to maintain rebound momentum

What's in the Pack:
BOC Aviation (2588 HK) 1H19: Admirable Earnings Growth Amid Concerns Over B737 Max Exposure

HSI’s rebound to be first capped under 10-day MA amid insufficient confidence in position trading

What's in the Pack:
Li Ning (2331 HK) 1H19: Beats Even Profit Alert
Traders’ Corner:
AIA (1299 HK), Kunlun Energy (135 HK)

Chasing after safe-haven assets amid concern over economic recession resulted from US bond yield inversion

What's in the Pack:
Tencent Holdings (700 HK) Q19: Soft top-line Growth; Margins Continued To Recover, Strong Deferred revenue growth
Traders’ Corner:
Zhenro Properties (6158 HK), Netdragon (777 HK)

HK stocks are expected start oversold rebound amid US’s delay of additional tariff on Chinese goods

What's in the Pack:
Galaxy Entertainment (27 HK) 2Q19: Results Beat Expectations
Traders’ Corner:
China Gold Intl (2099 HK), Wuxi Apptec (2359 HK)

Chasing after safe-haven assets amid investors’ deployment becoming more cautious

What's in the Pack:
China Resources Cement Holdings (1313 HK) 1H19 Results In Line; High Dividend PayoutTo Sustain
Traders’ Corner:
Cathy Pacific Airways (293 HK), Swire Pacific (19 HK)

The HSI may retest the low due to internal and external factors amid watching out for blue chips’ results this week

What's in the Pack:
Sportswear – China 1H19 Results Preview: Strong Growth With Multiple Positive Alerts

Rebound target at 26,600 points remains unchanged amid expectation of rate cut easing trade risks

What's in the Pack:
Cathay Pacific Airways (293 HK) 1H19: Strong Earnings But Street Is Still Concerned About Demand Destruction In 2H19
Traders’ Corner:
HKT – SS (6823 HK), Union Meidcal (2138 HK)

HK stocks are expected to rebound amid local financial officials easing investors’ concerns

What's in the Pack:
Cathay Pacific Airways (293 HK) 1H19: Strong Earnings But Street Is Still Concerned About Demand Destruction In 2H19
Traders’ Corner:
Zhaojin Mining (1818 HK), CPIC (2601 HK)

Rebound conditions appear on technical and valuation levels of HK stocks

What's in the Pack:
Wharf REIC (1997 HK) 1H19: Results In Line; Caught Up In A “Perfect Storm”
Traders’ Corner:
CAM CSI300 (3188 HK), CNOOC (883 HK)

Global stock market continues to trade choppily amid US declared China as a currency manipulator

What's in the Pack:
Healthcare ‒ China Reform Of High-value Medical Consumables Kicks Off; Expecting In-line 1H19 Results
Traders’ Corner:
SD Gold (1787 HK), CMSC (6099 HK)

Hong Kong stocks waiting for oversold technical rebound amid a pessimistic investment sentiment

What's in the Pack:
Property – Hong Kong Prefer Fortune REIT And Link REIT Amid Uncertainty In Hong Kong; Developers Trading Near Trough Valuations

HK stocks suffer from both internal and external negative factors amid Trump’s sudden announcement of additional tariff

What's in the Pack:
Automobile ‒ China PV Retail Sales Down 16% In July, Worse Than Expected; Downgrade To MARKET WEIGHT
Traders’ Corner:
Huadian Power (1071 HK), Great Wall Motor (2333 HK)

Stock market to tumble as the Fed denied the start of another easing cycle

What's in the Pack:
The Big Picture Short-Term Pain In 2H19 As China Transitions To Promoting Sustainable Growth
Traders’ Corner:
Mapleleaf Education (1317 HK), China Res Gas (1193 HK)

HK stocks test 50-day MA amid watching out for key economic data in China and HK

What's in the Pack:
Machinery – China 1H19 Results Preview: Upcycle Yet To Peak
Traders’ Corner:
Henderson Land (12 HK), PICC Group (1339 HK)

Low Beta stocks bucked the trend and became stabilise amid waiting for HK stocks to stabilize above 28,000 points

What's in the Pack:
Banking – China Pressure Remains On Sector Asset Quality And NIM
Traders’ Corner:
Dah Sing (440 HK), Chow Sang Sang (116 HK)

Hong Kong stocks to test the support at 28,000 pts on the expectation of weak 2Q GDP

What's in the Pack:
Fortune REIT (778 HK) 1H19: In Line; Growth To Pick Up In 2H19

Adding high yield stocks exposure amid worrying on local economic growth

What's in the Pack:
Tencent (700 HK) 2Q19 Results Preview: Recovery In Games Growth, Upgrade To BUY
Traders’ Corner:
ZTE (763 HK), CM Bank (3968 HK)

Wait-and-see sentiment in HK market ahead of Sino-US trade talks and Fed meet

What's in the Pack:
CSPC Pharmaceutical Group (1093 HK) Steady Earnings Growth And Easing Policy Pressure; Upgrade To BUY
Traders’ Corner:
China Literature (772 HK), Cathay Pacific (293 HK)

HK stocks to rise above 10-day MA on the resumption of Sino US trade negotiation

What's in the Pack:
New Oriental Education & Technology Group (EDU US) 4QFY19: In-line With Stable Margin Expansion
Traders’ Corner:
Xtep International (1368 HK), SMIC (981 HK)

Focus of HK stock market would gradually return to corporate earnings

What's in the Pack:
Property – China Weekly: Performances Will Continue To Improve
Traders’ Corner:
Beijing Airport (694 HK), China EB (165 HK)

HK stocks are expected to head towards 29,000 points amid positive news

What's in the Pack:
Insurance – China Premiums Growth In Line With Market Expectations

Looser global monetary policy paves the way for HK stocks to rebound

What's in the Pack:
Insurance – China Premiums Growth In Line With Market Expectations
Traders’ Corner:
Wuxi Biologics (2269 HK), Beijing Enterprises (392 HK)

Watch out for the current supportive buying power of HK stocks amid trade negotiation issue not a major concern in short term

What's in the Pack:
Education – China Online K12 AST Regulations Have Minimal Impact On Leading K12 AST Players
Traders’ Corner:
CNBM (3323 HK), Minth Group (425 HK)

HSI is poised to break above 100-day MA amid higher capital resulted from IPO refund

What's in the Pack:
Home Appliances – China Pro-Consumption Policies To Boost Slowing Demand
Traders’ Corner:
Zoomlion Heavy Industry (1157 HK), Xinyi Solar (968 HK)

HSI continues to trade in range amid positive economic data in the Mainland

What's in the Pack:
Economic Activity Jun 19 Economic Activity Indicators Top Estimates But 2Q19 GDP Growth Trends Lower
Traders’ Corner:
China Life (2628 HK), ICBC (1398 HK)

HSI is expected to continue to trade in range amid IPO suspension highlighting a matter of confidence

What's in the Pack:
Money Supply TSF Growth Picks Up But Bank Credit Growth Slows; Expect More Targeted Easing

HSI continues to trade sideways amid expectation of rate cut has been largely factored in

What's in the Pack:
Property – China Embracing Megacity Clusters
Traders’ Corner:
China Overseas Grand Ocean (81 HK), Greentown Services (2869 HK)

HSI is expected to refill downward gap amid Powell’s dovish speech

What's in the Pack:
Inflation Further Easing In Underlying Inflationary Pressure Calls For More Stimulus In 2H19
Traders’ Corner:
WH Group (288 HK), Kunlun Energy (135 HK)

HSI tests 28,000 points amid the market dominated by news in short-term

What's in the Pack:
Automobile ‒ China Benefits From Wind Power Installation Rush
Traders’ Corner:
Kingboard Holdings (148 HK), PICC P&C (2328 HK)

HSI tests lower support at 28,000 points amid sensitive period for news

What's in the Pack:
Wind Power – China Benefits From Wind Power Installation Rush

HK stocks retreated on profit taking amid US nonfarm payrolls lowering rate cut expectation

What's in the Pack:
Property – Hong Kong Weekly Wrap-up: New Price High After Short Pullback
Traders’ Corner:
Travelsky Tech (696 HK), Tingyi (322 HK)

HK stocks trade in narrow range amid large IPOs divert capital

What's in the Pack:
Automobile ‒ China Retail Sales Growth Turns Positive In June On Destocking Of National V Cars
Traders’ Corner:
Prosperity Real Estate (808 HK), Tian Lun Gas (1600 HK)

HK stocks consolidate at current level amid IPO market heating up

What's in the Pack:
Machinery – China Building Up To Another Good Year
Traders’ Corner:
New World Development (17 HK), Hopson Development (754 HK)

HK stocks are expected to stabilize above 28,800 points amid upward momentum

What's in the Pack:
Alpha Picks: July Conviction List
Traders’ Corner:
China Merchants Port (144 HK), AIA (1299 HK)

HK stocks retest 28,800 points amid restart of trade negotiations

What's in the Pack:
PMI Destocking Starts To Slow Down But Poor Labour Market Outlook A Concern
Traders’ Corner:
China Overseas (688 HK), Cifi Holdings (884 HK)

Short-term stock market fluctuations involve speculative elements while outcome of the leaders’ meeting may be varied greatly

What's in the Pack:
2H19 – The Long Road Ahead
Traders’ Corner:
Wynn Macau (1128 HK), GAC Group (2238 HK)

Stronger oil stocks’ short-term momentum amid quiet trading on the eve of submit

What's in the Pack:
Jacobson Pharma (2633 HK) FY19: Earnings Up 23.9% yoy; Business Expansion Efforts Bearing Fruit
Traders’ Corner:
Dongfeng Group (489 HK), HEC Pharm (1558 HK)

HK stocks test upside gap support amid fading positive factor of negotiation talk and rate cut

What's in the Pack:
Tongcheng-eLong (780 HK) Solid Growth Outlook, User Value To Be The Main Focus
Traders’ Corner:
Yuexiu REIT (405 HK), Colour Life (1778 HK)

HSI tests support at 28,200 points amid sudden increasing of global uncertain factors

What's in the Pack:
Property – China Weekly: Policy Pressure Has Eased Slightly
Traders’ Corner:
China Res Land (1109 HK), Prada (1913 HK)

Watch out for this week’s G20 Summit amid HK stocks are expected to consolidate after a surge

What's in the Pack:
China Gas (384 HK) FY19: Strong Gas Sales And Rural Connections

Enhanced expectation of rate cuts resulted in higher risk appetites while HSI is expected better surge

What's in the Pack:
Property – China Weekly: Lower Possibility Of Debt Default
Traders’ Corner:
China Resources Beer (291 HK), CONCH Venture (586 HK)

Fed and ECB are open to easing policies yet HK stocks first surge before consolidation

What's in the Pack:
WuXi Biologics (Cayman) (2269 HK) Solid Business Progress And Robust Earnings Outlook
Traders’ Corner:
BOC Aviation (2588 HK), China Overseas PPT (2669HK)

HSI is expected to test higher 28,000 points with China’s and US’s leaders decided to meet at G20 summit

What's in the Pack:
Sunny Optical (2382 HK) Maintains Healthy Growth Despite Huawei Turmoil
Traders’ Corner:
ICBC (1398 HK), HK Electric-SS (2638HK)

Watch out for details of FOMC meeting and meeting between Trump and Xi amid quiet trading conditions

What's in the Pack:
China Yongda Auto Services Holdings (3669 HK) New-Car Sales Margin Improves For The Fourth Quarter In A Row
Traders’ Corner:
China Oilfield (2883 HK), CRRC Times Electric (3898HK)

HK stocks continue to be under selling pressure on concern over possibility of whether China’s and US’ leaders would meet each other

What's in the Pack:
Economic Activity May 19: Economic Activities Remain Mellow; More Stimulus Needed In 2H19
Traders’ Corner:
SD Gold (1787 HK), Sihuan Pharm (460 HK)

HSI continues to test the 10-day MA amid concern on China’s credit market

What's in the Pack:
Duiba (1753 HK) Innovative Player In Fast-growing User Management And Interactive Advertisement
Traders’ Corner:
Vitasoy (345 HK), Future Land (1030 HK)

Cautious short-term sentiments in HK stock market on political condition

What's in the Pack:
Zhongsheng Group Holdings (881 HK) Margins Recovering Since 2Q19 On Completion Of Destocking
Traders’ Corner:
Zijin Mining (2899 HK), Haidiliao (6862 HK)

Wait-and-see sentiments are expected after rebound of HK stocks amid lack of catalytic elements in the market

What's in the Pack:
Ausnutria Dairy Corporation (1717 HK) Call Option From Probiotics Minority Investment
Traders’ Corner:
Haitong International (665 HK), Fairwood Holdings (52 HK)

HSI is first expected to stabilize against October’s MA amid high trade uncertainty

What's in the Pack:
China Resources Cement Holdings (1313 HK) Infrastructure Demand Observed; Margins To Sustain In 2H19
Traders’ Corner:
CCB (939 HK), Beijing Enterprises Water (371 HK)

Policy expectation paves way for the stock market to extend its short-term rebound trend

What's in the Pack:
Telecom Equipment – China 5G Licence Grant - A Strong Policy Boost Despite External Uncertainty
Traders’ Corner:
HKBN (1310 HK), Times China (1233 HK)

Hong Kong stocks waiting for mainland monetary policy amid US stocks supported by rate cut expectations

What's in the Pack:
Alpha Picks: June Conviction Calls
Traders’ Corner:
Shenzhen Express (548 HK), DC Holdings (861 HK)

FED manages expectations on rate cut with technical rebound conditions of HK stocks

What's in the Pack:
Gold- China Building Momentum Amid Rising Uncertainties
Traders’ Corner:
Ausnutria (1717 HK), China Railway (390 HK)

Increasing short-term resilience in both China and HK market amid China’s launching out intensive policies to stabilizing economy

What's in the Pack:
Link REIT (823 HK) FY19: Within Expectations; Pleasant Surprise From New Buyback Quota
Traders’ Corner:
Link REIT (823 HK), CGN Power (1816 HK)

Short-term rebound cannot be ruled out amid prevailing pessimistic market sentiments

What's in the Pack:
China Meidong Auto Holdings (1268 HK) Growth Momentum Remains Intact
Traders’ Corner:
Lenovo Group (992 HK), CNOOC (883 HK)

Dow Futures plunged sharply on US’s tariff proposal on Mexico amid continuous wait-and-see sentiments in HK stock market

What's in the Pack:
Healthcare – China Challenges And Opportunities In 2H19
Traders’ Corner:
Microport (853 HK), Shenzhou Int’l (2313 HK)

Focus back to Sino-US trade performance amid risk assets under pressure

What's in the Pack:
Gas – China Moderate National Gas Demand Growth with City Gate Price Hike
Traders’ Corner:
Uni-President China (220 HK), China Res Gas (1193 HK)

Adjustment of weighting of MSCI Index hindered rebound while HSI is HSI shall defend against the technical support at 10-month MA amid capital inflow into US bond safe haven assets

What's in the Pack:
Automobile – China Guangdong Province Announces Stimulus
Traders’ Corner:
Yihai Int’l (1579 HK), Jiangxi Copper (358 HK)

Adjustment of weighting of MSCI Index hindered rebound while HSI is expected to defend against neckline of double bottom

What's in the Pack:
The Big Picture Further Monetary Stimulus In 2H19; Renminbi Faces Downside Pressure
Traders’ Corner:
China Res Power (836 HK), China Literature (772 HK)

Short-term yuan stabilization paves the way for HK stocks to defend against support at neckline of double bottom

What's in the Pack:
Property – Hong Kong Weekly Wrap-up: REDA Relaxes Sales Guidelines
Traders’ Corner:
China Gas (384 HK), Tsingtao Brewery (168 HK)

Negative sentiments continued to weight down risk assets amid focus on whether British Prime Minister would resign in addition to trade war

What's in the Pack:
Aviation – China Signs of Slowdown In Domestic Traffic For Chinese Carriers, But Value Emerging Following Almost 40% Share Price Decline From Recent Highs
Traders’ Corner:
Greatwall Motor (2333 HK), K. Wah Int’l (173 HK)

China’s supportive measures help to stabilize market confidence amid unsolved decision on China’s tariff within the month

What's in the Pack:
Cement – China Decent 2Q19 In Sight
Traders’ Corner:
Prosperity REIT (808 HK), Swire Properties (1972 HK)

PBOC plans to issue offshore yuan bill to stabilize exchange rate amid HK stocks being capped by bull-bear line

What's in the Pack:
Sino Biopharmaceutical (1177 HK) 1Q19: Core Earnings Up 24.7% yoy; Constantly Rolling Out New Products To Fuel Growth
Traders’ Corner:
Sunlight REIT (435 HK), 3SBIO (1530 HK)

Weighted blue chips are expected to lead HK stocks to have technical rebound amid US Commerce Department’s delay of restriction on Huawei

What's in the Pack:
Property – China Weekly: Seeking Stability Is The Policy’s Aim
Traders’ Corner:
Tencent (700 HK), Sands China (1928 HK)

Rebound subject to stabilization measures of A –shares with HK stocks approaching technical oversold

What's in the Pack:
AAC Technologies (2018 HK) 1Q19: Lacklustre Results, Yet Better Than The Profit Warning Earlier; Awaiting Recovery In 2H19
Traders’ Corner:
ZTE (763 HK), Kingdee International (268 HK)

HK stocks continued to rebound mildly amid low trade war associated blue chips providing momentum

What's in the Pack:
Automobile – China Autonomous Vehicles: Huge Opportunities But Yet Not A Revolution
Traders’ Corner:
HEC Pharm (1558 HK), Uni Medical (2666 HK)

The HSI is better to defend against 28,000 points amid Tencent being the focus after its result announcemnt

What's in the Pack:
Tencent Holdings (700 HK) 1Q19: Soft top-line Growth, Margins Improve As Fewer Games Released; Downgrade To HOLD
Traders’ Corner:
Vtech (303 HK), Nissin Foods (1475 HK)

Impact of new tariff policy to be factored while HK stocks continued to test support at bull-bear line

What's in the Pack:
Kingsoft Corp (3888 HK) 1Q19: Cloud Growth Robust; Company Raises 2019 Margin Expectation
Traders’ Corner:
SPDR Gold Trust (2840 HK), Galaxy Entertainment (27 HK)

Fund flowing into safe-haven assets amid further deterioration of trade conditions

What's in the Pack:
Jacobson Pharma (2633 HK) FY19 Earnings To Grow Faster Than Expected; Steady Expansion To Continue
Traders’ Corner:
Link REIT (823 HK), Power Assets (6 HK)

HK stocks are expected to trade choppily in afternoon amid suspension of northbound trading for today

What's in the Pack:
Trade Wars Are Not Easy To Win
Traders’ Corner:
Kunlun Energy (135 HK), MTR Corp (66 HK)

Weakening offshore renminbi may hinder HK stocks to rebound amid prevailing wait-and-see sentiments

What's in the Pack:
Trade Apr 19: Trade Surplus Hits A Low Of US$13.8b; May See Further Downside Pressure If Trade Tensions Persist
Traders’ Corner:
Citic Bank (998 HK), Travelsky Tech (696 HK)

HK stocks are expected to test lower 28,956 dragged by sharp plunge in US stock market

What's in the Pack:
Brilliance Auto (1114 HK) BMW Brilliance’s 1Q19 Earnings Miss Estimates
Traders’ Corner:
Café De Coral (341 HK), China Taiping (966 HK)

HK stocks consolidate after sharp plunge amid China’s trading team still setting to go to the US

What's in the Pack:
Alpha Picks: May Conviction Calls
Traders’ Corner:
Xinyi Glass (868 HK), CHALCO (2600 HK)

Watch out for China’s response amid sudden deterioration of Sino-US trade relationship

What's in the Pack:
Property – Hong Kong Weekly Wrap-up: 1,000 Primary Units Sold In Record Weekend Sale
Traders’ Corner:
Luye Pharma (2186 HK), CEB Bank (6818 HK)

Temporary lack of breakthrough momentum on lower turnover amid HSI facing increasing resistance before 30,000 points

What's in the Pack:
Shenzhen Airport Co (000089 CH) 1Q19: Results In Line But Valuation Fairly Reflects Its Potential; Downgrade To HOLD
Traders’ Corner:
Yuexiu REIT (405 HK), China East Air (670 HK)

External condition temporarily dominates HK stocks’ outlook amid suspension of A-share market

What's in the Pack:
ZTE Corporation (763 HK) 1Q19: Back To Profit Despite Sales Slump; Upgrade To BUY
Traders’ Corner:
China Lesso (2128 HK), Zijin Mining (2899 HK)

Watch out for China’s manufactory PMI amid strong consumption data driving US stocks to hit record high

What's in the Pack:
Banking – China Big Is Beautiful
Traders’ Corner:
Wharf REIC (1997 HK), Stella Holdings (1836 HK)

The stock market is expected to pare its early loss and rally this week amid suspension of southbound trading for the full week

What's in the Pack:
Air China (753 HK) 1Q19: Excluding Lease Accounting Changes, Core Net Profit Rose 45% yoy; Stay Invested
Traders’ Corner:
CLP Holdings (2 HK), China EB International (257 HK)

HK stocks are expected to stabilize at current level amid mixed US three major indices

What's in the Pack:
Wisdom Education International Holdings (6068 HK) 1HFY19: Results In Line; Ambitious Target For Enrolment Growth, Upgrade To BUY
Traders’ Corner:
L’Occitane (973 HK), Dongfeng Group (489 HK)

Capital cost and strong USD hindered recovery of HK stocks amid HIBOR rising near month's end

What's in the Pack:
Automobile – China Takeaways From Dealership Channel Check
Traders’ Corner:
Meituan-W (3690 HK), Champion REIT (2778 HK)

Strength of US dollar is expected to affect Asia-Pacific stock market amid S&P and Nasdaq closed at record high

What's in the Pack:
Gaming – Macau
Traders’ Corner:
Xiaomi-W (1810 HK), IMAX China (1970 HK)

A-share market’s retreat adds selling pressure on HK stocks amid Political Bureau’s statement in relation to structural de-leveraging

What's in the Pack:
Expecting Slower FY19 SSS Growth On Weaker Consumer Sentiment
Traders’ Corner:
SMIC (981 HK), Li Ning (2331 HK)

HK stocks continued to struggle at 30,000 points before long holidays amid a lack of catalytic elements

What's in the Pack:
The End Of Cycles?
Traders’ Corner:
Kingdee International (268 HK), Xingyi Solar (968 HK)

Focus on retail sales amid watching out for PBOC’s short-term strengthening liquidity operation

What's in the Pack:
China Gas (384 HK) Takeaways From Malaysia Shariah Gems Conference: Organic Expansion In FY19 Gas Sales
Traders’ Corner:
CCB (939 HK), China Education (839 HK)

HSI tests lower 29,700 points amid watching out for China’s key economic data and maturity of MLF

What's in the Pack:
Property – China Weekly Wrap-up: Low Inventories In Tier-1 And Tier-2 Cities
Traders’ Corner:
Anta Sports (2020 HK), Lifestyle International (1212 HK)

Watch out for US stocks’ results and China’s GDP this week

What's in the Pack:
Property – China 2018 Results Wrap-up: Positive On The Sector
Traders’ Corner:
A - Living (3319 HK), Transport International (62 HK)

HSI is expected to test 10-day MA amid concern over tightening of China’s liquidity

What's in the Pack:
Internet – China 4Q18 Results Wrap-up: Results Mixed; Margins Under Pressure
Traders’ Corner:
HKT-SS (6823 HK), ASM Pacific (522 HK)

HK stocks continue to struggle at 30,000 points amid ECB’s and Fed’s dovish monetary policies

What's in the Pack:
Gas – China 2018 Results Wrap-up
Traders’ Corner:
Ascletis-B (1672 HK), Lenovo Group (992 HK)

External stock market retreated on concern over economic outlook while HK stocks need higher turnover for a further breakthrough

What's in the Pack:
Cement – China 2018 Results Wrap-Up: Better Earnings Visibility Triggering Re-Rating
Traders’ Corner:
Tianneng Power (819 HK), Wuxi Biologics (2269 HK)

Watch out for external market before US earning season amid HK stocks struggling around 30,000 points

What's in the Pack:
Automobile – China 2018 Results Wrap-up
Traders’ Corner:
Value Partners (806 HK), United Laboratories (3933 HK)

Short term sentiment on HK stocks remains positive amid enthusiastic progress of trade talks

What's in the Pack:
Aviation – China Cut In Civil Aviation Development Fees Likely To Boost Airlines’ Pricing And Potentially Lead To Cost Savings
Traders’ Corner:
Mapleleaf Education (1317 HK), Wisdom Education (6068 HK)

Higher selling pressure after both China and HK stock markets approaching technical resistance

What's in the Pack:
Alpha Picks: April Conviction Calls
Traders’ Corner:
CGS (6881 HK), Sino-ocean Group (3377 HK)

HK stocks rose to historical mean amid considerable resistance at 30,000 points

What's in the Pack:
Bosideng International Holdings (3998 HK) Initiate Coverage With BUY; Down Apparel Leader; Rebranding And Repositioning Done Right
Traders’ Corner:
Shenzhen Investment (604 HK), Q Tech (1478 HK)

Too early to conclude A-share sentiments being overheated amid positive signals from China’s manufacturing industry

What's in the Pack:
Sino Biopharmaceutical (1177 HK) 2018: In Line; Becoming A Strong Performer In Innovative And Generic Drug Markets
Traders’ Corner:
SJM Holdings (880HK), BYD Electronic (285 HK)

Watch out for Sino-US trade negotiations and Brexit amid HK stocks struggling at 29,000 points

What's in the Pack:
Air China (753 HK) 2018: Margins To Improve Further Following Disposal Of Air China Cargo And US Dollar Debt Reduction
Traders’ Corner:
BOC Aviation (2588HK), China Zongwang (1333 HK)

Cautious sentiments before approaching 29,000 points amid weak HKD exchange rate limiting HK stocks

What's in the Pack:
Automobile – China Electric Vehicles: Who Has Been Swimming Naked?
Traders’ Corner:
Citic Telecom (1883 HK), SHK PPT (16 HK)

Lower turnover before resumption of Sino-US negotiation amid continuous gloom over inverted bond yield

What's in the Pack:
Haidilao International (6862 HK) 2018: Slightly Better-than-expected Results; Decent Operating Metrics
Traders’ Corner:
Yuexiu REIT (405 HK), Tingyi (322 HK)

HSI is expected to test the support at 28,500 points amid safe-haven gold prices hitting one-month high

What's in the Pack:
WuXi Biologics (Cayman) (2269 HK) Leveraging The Biologics Boom
Traders’ Corner:
PCCW (8 HK), Angang Steel (347 HK)

Global weak PMI and inverted U.S. Treasury yield curve created turbulence to stock market

What's in the Pack:
ENN Energy (2688 HK) 2018: Core Profit Up: Volume Expansion Outweighs Margin Contraction
Traders’ Corner:
Greentown China (3900 HK), Li & Fung (494 HK)

HSI is expected to hold above 10-day MA amid Tencent’s ADR pared its early loss and rallied overnight

What's in the Pack:
Tencent Holdings (700 HK) 4Q18: Results In Line; Bottom-line Beats Expectations
Traders’ Corner:
K. Wah International (173 HK), Zhaojin Mining (1818 HK)

Concern over Trump’s attitude towards reserving tariffs amid clearer balance-sheet reduction plan

What's in the Pack:
Sunny Optical (2382 HK) 2018: Within Expectations; Recovering With Challenges Ahead
Traders’ Corner:
Yihai International (1579 HK), Shui On Land (272 HK)

News of Sino-US trade negotiation led to market noise again amid prevailing wait-and-see sentiments among investors

What's in the Pack:
Ausnutria Dairy Corporation (1717 HK) 2018: Outlook For 2019 Remains Robust
Traders’ Corner:
Swire Properties (1972 HK), HSBC (5 HK)

Policy expectation boosted HK stocks amid concern over continuous weakening of HKD exchange rate

What's in the Pack:
Property – China Weekly: Turnover Continues To Go Up In Tier-1 And Tier-2 Cities
Traders’ Corner:
CSPC Pharma (1093 HK), Baiyunshan Pharma (874 HK)

Watch out for result of FOMC meeting and stance on shrinking of balance sheet

What's in the Pack:
Minsheng Education (1569 HK) 2018: Results In Line; One More Acquisition Announced
Traders’ Corner:
Sinopec Engineering (2386 HK), Asia Cement (743 HK)

HSI is expected to be capped at 29,200 points in short term amid closing of National People’s Congress becoming focus

What's in the Pack:
Economic Activity Economy Remains Weak; Risk Of Slower Retail Sales Growth Ahead
Traders’ Corner:
Sunny Optical (2382 HK), C&D Int’l (1908 HK)

Watch out for motion over whether to delay Brexit process amid investors chasing after stocks with excellent results

What's in the Pack:
Cathay Pacific Airways (293 HK) 2018: Guidance For Capacity Growth To Almost Double In 2019
Traders’ Corner:
Road King Infra (1098 HK), Huabao International (336 HK)

HSI is expected to be capped under previous top amid continuous risks of hard Brexit

What's in the Pack:
Education – China Solid Higher Education Segment Growth Ahead, Amid Favourable Policies
Traders’ Corner:
Xiaomi-W (1810 HK), CRRC (1766 HK)

Watch out for new Brexit agreement amid US retail data easing economic concerns

What's in the Pack:
Lee & Man Paper (2314 HK) 2018: Profit Down 3.2% yoy, Slightly Below Expectations
Traders’ Corner:
Texhong Textile (2678 HK), Zhou Hei Ya (1458 HK)

HSI is expected to test lower support at 27,800 points amid watching out for closing of Two Sessions this week

What's in the Pack:
A Slippery Slope
Traders’ Corner:
Leyou Technologies (1089 HK), Bosideng (3998 HK)

Defensive stocks may become safe haven amid ECB’s lower economic target

What's in the Pack:
IGG (799 HK) 2H18: LM Grossing Saw Softness; Performance Of New Game MR To Be Proven
Traders’ Corner:
Shenzhou International (2313 HK), Suntien Green Energy (956 HK)

HSI is expected to test lower first support amid greater concern over slower US economic growth

What's in the Pack:
IT Hardware – China Handset Components: 2018 Results Preview
Traders’ Corner:
Hua Hong Semi (1347 HK), Angang Steel (347 HK)

China advocates tax cuts to ease downside economic pressure amid the market is still expected to be underpinned by Tencent in short run

What's in the Pack:
Solar – China Darkness Before Dawn: Upcoming Favourable Policies
Traders’ Corner:
CIMC (2039 HK), CNBM (3323 HK)

Weak US data dragged down external stock market amid opening of National People’s Congress becoming focus

What's in the Pack:
Alpha Picks: March Conviction Calls
Traders’ Corner:
Ascletis-B (1672 HK), Evergrande (3333 HK)

HSI is expected to retest 29,000 points amid watching out for China’s government work report this week

What's in the Pack:
Healthcare – China Takeaways From Marketing Trip
Traders’ Corner:
Citic Telecom (1883 HK), China AoYuan (3883 HK)

Sino-US negotiation result remains the most important focus amid expected increasing weighting of A-shares in MSCI

What's in the Pack:
Galaxy Entertainment (27 HK) 4Q18: Results In Line
Traders’ Corner:
Beijing Airport (694 HK), Yuexiu Property (123 HK)

Watch out for HKEX’s announcement for three-year strategic plan while tight geopolitical condition hindering stock market sentiments

What's in the Pack:
Sun Hun Kai Properties (16 HK) 1HFY19: Beats On Contracted Sales
Traders’ Corner:
Pacific Textiles (1382 HK), JNBY (3306 HK)

Watch out for CSRC Chair’s press conference in the afternoon amid divergence between HSI and technical indicators

What's in the Pack:
Anta Sports (2020 HK) 2018: Results Beat Expectations
Traders’ Corner:
Chow Tai Fook (1929 HK), CRRC (1766 HK)

Hong Kong stock continued its rising trend on the back of red hot A-share sentiment

What's in the Pack:
Automobile – China Potential Subsidy To Trade In ICE PVs For Electric PVs In Beijing
Traders’ Corner:
Jiangxi Copper (358 HK), Vtech (303 HK)

Deadline extension of tariffs on Chinese goods resulted in hot sentiments in stock and currency market

What's in the Pack:
Dairy – China 2H18 Results Preview: Sustainable Sales Growth
Traders’ Corner:
AAC Tech (2018 HK), Kingdee International (268 HK)

ADR of HK stocks dropped over 250 points amid poor US economic data

What's in the Pack:
Tug Of War
Traders’ Corner:
Chinasoft International (354 HK), Hang Seng Bank (11 HK)

Additional concern over continuous weakening of HKD exchange rate amid increasing selling pressure of HK stocks above 28,500 points

What's in the Pack:
Shandong Gold Mining (1787 HK) Takeaways From Company Visit
Traders’ Corner:
CKH Holdings (1 HK), China Resources Gas (1193 HK)

HSBC Holding’s ADR continued to fall amid emerging technical correction pressure among HK stocks

What's in the Pack:
Property – China Supportive Policies To Drive Valuation Recovery
Traders’ Corner:
SD Gold (1787 HK), Link REIT (823 HK)

HKEX and BOCHK are directly benefited from the financial plan for Greater Bay Area

What's in the Pack:
Property – Hong Kong 2H18 Results Preview: Expect Mixed Bag Of Results
Traders’ Corner:
Haitong International (665 HK), Zhongsheng Group (881 HK)

This week’s focus shall be on the beginning of the earning season of the blue chips and continued negotiations between China and the US

What's in the Pack:
Cement – China Infrastructure FAI Stimulus Speeds Up In Eastern And Southern Regions
Traders’ Corner:
Sunlight REIT (435 HK), HKBN (1310 HK)

HK stocks may test lower10-day MA in short term amid mild consolidation

What's in the Pack:
Sunny Optical (2382 HK) Profit Warning: Disappointing 2018 Earnings; Jan 19 Shipment Momentum Remains Intact; Downgrade To HOLD
Traders’ Corner:
Johnson Electric (179 HK), Shanghai Pechem (338 HK)

Stock markets tend to react positively prior to an actual trade agreement

What's in the Pack:
China Communications Services (552 HK) Looking For Clues From Previous Capex Cycles; Upgrade To BUY
Traders’ Corner:
Fosun International (656 HK), Dongfeng Group (489 HK)

Overbought HK stocks face correction pressure amid higher risk of deadline extension of trade negotiation

What's in the Pack:
Steel – China Soaring Iron Ore Prices Weigh On Mills’ Margins
Traders’ Corner:
Sun Hung Kai (86 HK), Guangshen Railway (525 HK)

HSI to consolidate at around 28,000 pts before trade talks commence

What's in the Pack:
Aviation – China Jan 19: Early Signs Of A Slowdown In Domestic Demand
Traders’ Corner:
Luk Fook Holdings (590 HK), Shanghai Industrial (363 HK)

Hong Kong stocks to struggle between bulls and bears amid the reopen of A-share market and the continuation of China-US trade talks

What's in the Pack:
Healthcare – China Intensified Competition In Both Innovative And Generic Markets
Traders’ Corner:
China Grand Pharm (512 HK), Uni Medical (2666 HK)

HSI to consolidate after holiday as Trump and Xi unlikely to meet before March

What's in the Pack:
Haidilao International (6862 HK) Initiate Coverage With BUY; An Innovative Hotpot Leader In China With Global Ambition
Traders’ Corner:
DCH holdings (1828 HK), Bright Smart (1428 HK)

Focus shall be on US economic data and State of the Union address amid one-week market close for A-shares

What's in the Pack:
Alpha Picks: February Conviction Calls
Traders’ Corner:
Citic Sec (6030 HK), Want Want China (151 HK)

Short-term focus shall be on CSRC’s new policy as no trade deal would be made before both US and Chinese Presidents meet

What's in the Pack:
Healthcare – China New Hospital Evaluation Measures Benefit Some Drug Producers
Traders’ Corner:
Sinotruk (3808 HK), Galaxy Entertainment (27 HK)

HSI is expected to continue to head towards 28,000 points amid dovish wordings of Fed’s monetary policy statement

What's in the Pack:
The Big Picture Central Bank Bills Swap Programme Hits The Right Note, But More Easing Needed
Traders’ Corner:
Hang Lung Properties (101 HK), COMEC (317 HK)

HK stocks underpinned by momentum of weighted stocks in short term amid conservative earning forecast of international enterprises

What's in the Pack:
Xiabuxiabu Catering Management (520 HK) Store Count Expansion Accelerated Last Year, But Tepid SSS Growth Expected For 2018
Traders’ Corner:
Tian Lun Gas (1600 HK), Fairwood Holdings (52 HK)

HSI Spill over effect of the Chinese economy slowdown becomes apparent

What's in the Pack:
Gas – China Robust Gas Demand And Stable Dollar Margin Continue
Traders’ Corner:
Conch Venture (586 HK), Swire Properties (1972 HK)

This week’s focus shall be on Sino-US trade negotiation and change of chairman of CSRC

What's in the Pack:
Property – Hong Kong Weekly Wrap-up: Signs Of The Tide Turning As Transaction Volumes Pick Up
Traders’ Corner:
Country Garden (2007 HK), Goldwind (2208 HK)

HSI encounter resistance at 27,260 points on difficulties in resolving Sino-US trade dispute in short term

What's in the Pack:
TAL Education Group (TAL US) 3QFY19: Earnings Beat On Operating Leverage; Concerns On Slowing Expansion Remain
Traders’ Corner:
Standard Charted (2888 HK), Lonkong (3339 HK)

Lower turnover amid prevailing wait-and-see sentiments in HK market

What's in the Pack:
Watch The Credit Cycle
Traders’ Corner:
Kerry Properties (683 HK), Skyworth Digital (751 HK)

News triggered market noise amid increasing volatility before next week’s trade negotiation

What's in the Pack:
New Oriental Education & Technology Group (EDU US) 2QFY19: Results Beat Expectations, Margins Recovering Much Faster; Upgrade To BUY
Traders’ Corner:
Zhongsheng Group (881 HK), Petrochina (857 HK)

HK stocks to consolidate upon technical resistance amid IMF cut 2019 global growth outlook

What's in the Pack:
Value Emerges After Across-the-board Sell-off
Traders’ Corner:
China Shenhua Energy (1088 HK), MGM China (2282 HK)

This week’s focus shall be on China’s economic data and World Economic Forum

What's in the Pack:
Sportswear – China When The Tide Goes Out
Traders’ Corner:
Value Partners (806 HK), 3SBIO (1530 HK)

HK stocks continue to move higher under fluctuations amid news-sensitive market

What's in the Pack:
TAL Educational Group (TAL US) Good K12 AST Provider But Upside Fully Priced In; Downgrade To HOLD
Traders’ Corner:
Kingsoft (3888 HK), CITIC (267 HK)

Short-term focus shifts from general market rally to thematic speculations

What's in the Pack:
Automobile – China 2019: Darkness Before Dawn
Traders’ Corner:
China Life (2628 HK), Tsingtao Brew (168 HK)

Sterling rebounded despite rejection of Brexit deal amid continuous market focus on China’s positive fiscal policies

What's in the Pack:
Money Supply Monetary Easing Spurs Credit Growth; More Targeted Easing Expected Ahead
Traders’ Corner:
Zhongyu Gas (3633 HK), Want Want China (151 HK)

PBOC's first phase of RRR cut took effect cushioning investors from profit-taking pressure

What's in the Pack:
Trade Dec 18 Trade Data Disappoints; Dim Outlook
Traders’ Corner:
Lenovo Group (992 HK), Galaxy Entertainment (27 HK)

This week’s focus shall be on Brexit Agreement amid slower uptrend of HK stocks on pullback pressure

What's in the Pack:
Property – Hong Kong Weekly Wrap-up: Home Prices Resume Decline While Transaction Volumes Rise
Traders’ Corner:
Greentown Service (2869 HK), Li Ning (2331 HK)

Yuan hit a nearly five-month high and HK stocks are expected to continue to rebound

What's in the Pack:
Education – China Potential Turning Point For K12 Private School Operators In 1Q19
Traders’ Corner:
Hec Pharm (1558 HK), Zhejiang Expressway (576 HK)

Fed’s dovish stance on rate hike resulted in weak US dollar index, paving way for HK stocks to maintain recent strength

What's in the Pack:
Automobile China New Stimulus Coming Through
Traders’ Corner:
Hisense Home Appliance (921 HK), China EB Int’l (257 HK)

Market rebound momentum continues amid waiting for result of trade negotiation

What's in the Pack:
Beijing Capital International Airport (694 HK) BCIA And New Daxing Airport To Share Slots, Long-term Growth Prospects Curtailed
Traders’ Corner:
Country Garden Services (6098 HK), Wharf Holdings (4 HK)

Financial policies become the next focus amid easing China’s monetary policies

What's in the Pack:
The People's Bank of China (PBOC) announced its decision of a reserve requirement ratio (RRR) cut of 1 percentage point, as it will not roll over the Medium-term Liquidity Funding (MLF) that will mature in the first quarter
Traders’ Corner:
Xtep International (1368 HK), Dongfang Electric (1072 HK)

Boosted by the news of PBOC’s RRR cut, HSI is expected to test higher 50-day MA

What's in the Pack:
Property – Hong Kong Weekly Wrap-up: Home Prices Rebound; Government Considers Easing Mortgage Policy
Traders’ Corner:
SHK PPT (16 HK), Fortune REIT (778 HK)

Surging yen has dragged down Japanese market while HK stocks are waiting for catalysts from China’s policies

What's in the Pack:
Gold – China Back In Fashion
Traders’ Corner:
Evergrande Health (708 HK), BOC Hong Kong (2388 HK)

Safe-haven assets have been chased after amid manufacturing sectors for several countries heading towards contraction

What's in the Pack:
Alpha Picks: January Conviction Calls
Traders’ Corner:
BYD Company (1211 HK), Car Inc (699 HK)

US stocks’ fragility hinders recovery of global risk appetite amid focus on resumption of southbound trading after holiday

What's in the Pack:
PMI Manufacturing PMI Dips Into Contractionary Zone, Destocking Continues
Traders’ Corner:
Times China (1233 HK), XiabuXiabu (520 HK)

High quality development of manufacturing industry becomes Politburo meeting’s focus

What's in the Pack:
Ausnutria Dairy Corp (1717 HK) Ramping Up For Mix-Upgrade In The Near Term
Traders’ Corner:
Haier Electronics (1169 HK), Future Land (1030 HK)

Rally of offshore yuan benefits market sentiments amid positive development of trade war

What's in the Pack:
Telecom Equipment – China 5G Coming Closer But Short-term Benefits May Fall Short Of Expectations
Traders’ Corner:
IGG (799 HK), Sinopec Kantons (934 HK)

Upcoming Central Economic Work Conference together with new round of Sino-US trade negotiation boost sentiments

What's in the Pack:
Money Supply Nov 18: New Loans And TSF Improve; But More Monetary Easing Still Needed
Traders’ Corner:
Bosideng (3998 HK), Want Want China (151 HK)

Stronger USD index hinders HK stocks to rebound amid postponement of Brexit deal vote

What's in the Pack:
Contemporary Amperex Technology Co (300750 CH) Initiate Coverage With SELL; A Dinosaur In The EV Battery Industry
Traders’ Corner:
CKH Holdings (1 HK), Shanghai Industrial (363 HK)

This week’s focus shall be on Brexit deal vote and progress of Huawei incident

What's in the Pack:
Healthcare – China
Traders’ Corner:
Luye Pharma (2186 HK), CITIC (267 HK)

Huawei incident results in additional market noise while China’s Ministry of Commerce is optimistic on US trade deal

What's in the Pack:
Spring Airlines (601021 CH)
Traders’ Corner:
COSCO Ship Port (1199 HK), China Railway (390 HK)

Dow futures plunged sharply this morning while HK stocks consolidated with support at 26,000 points

What's in the Pack:
Alpha Picks: December Conviction Calls
Traders’ Corner:
Anta Sports (2020 HK), China Com Services (552 HK)

Dampened by hidden concern of US bond yield curve inversion, three major US indices fell over 3%

What's in the Pack:
Property – China Weekly Wrap-up: Larger Sales Volume Amid Continuous Relaxation Of Regional Policies
Traders’ Corner:
China Merchants Port (144 HK), Zhongsheng Holdings (881 HK)

High-beta stocks led the market to rally amid stronger yuan after trade war ceasefire

What's in the Pack:
Gaming – Macau Rebound On November GGR Beat And Trade War Ceasefire
Traders’ Corner:
Wynn Macau (1128 HK), BJ Ent Water (371 HK)

Better sentiments helped HKS stocks to maintain short-term rebound momentum amid temporary suspension of deterioration of Sino-US trade war

What's in the Pack:
Healthcare – China A Stronger Pharmaceutical Sector Arises
Traders’ Corner:
Hopewell Holdings (54 HK), Vinda (3331 HK)

Higher wait-and-see sentiments amid focus on Trump-Xi meeting

What's in the Pack:
Steel – China Price Weakness Continues With Concerns Over Demand; Trim Target Prices
Traders’ Corner:
Wharf REIC (1997 HK), Henderson Land (12 HK)

HSI is expected to test higher 100-day MA amid Powell’s view turning dovish

What's in the Pack:
China Gas (384 HK) 1HFY19: Strong Growth In Gas Sales And Core Net Profit
Traders’ Corner:
HK & China Gas (3 HK), Café De Coral (341 HK)

Range-trading is expected to continue in HK stock market amid mixed news ahead of Trump-Xi meeting

What's in the Pack:
The Big Picture Reflationary Measures Starting To Gain Traction
Traders’ Corner:
TravelSky Tech (696 HK), Yanzhou Coal (1171 HK)

Dow futures retreated amid Trump’s view on lower probability for a delay in increase of tariff rate

What's in the Pack:
Minsheng Education (1569 HK, HK$1.39)
Traders’ Corner:
HKT-SS (6823 HK), Naga Corp (3918 HK)

Focus on Powell’s speech and Trump-Xi meeting this week

What's in the Pack:
Sino Biopharmaceutical (1177 HK, HK$7.07) announced that profit for the first three quarters ended 30 September was RMB2,201 million, up by 21.96% YoY.
Traders’ Corner:
Chinasoft International (354 HK), Fosun International (656 HK)

China’s aggressive policies support HK stock market amid considerable Sino-US trade differences

What's in the Pack:
Sino Biopharm (1177 HK) 3Q18: Results In Line; Ready For GPO Competition
Traders’ Corner:
Fairwood Holdings (52 HK), Link REIT (823 HK)

US stocks became stabilized before holiday, while HSI is expected to test higher 50-day MA

What's in the Pack:
MicroPort Scientific Corporation (853 HK) Facing Challenges In Turning Around Orthopaedic Business
Traders’ Corner:
Logan Property (3380 HK), SUNAC (1918 HK)

US stocks continued to fall, and the HSI is expected to test lower 20-day MA

What's in the Pack:
Steel – China Winter Production Curbs Kick-start Nationwide; Price Weakness Emerging
Traders’ Corner:
CH Unienergy (1573 HK), Vitasoy International (345 HK)

US stocks plunged sharply amid pullback pressure on HK stocks

What's in the Pack:
CSPC Pharmaceutical Group (1093 HK) 9M18: Net Profit Rises 33.8% yoy, In Line With Expectations; Will Continue To Outperform
Traders’ Corner:
China Power (2380 HK), Li Ning (2331 HK)

External political risks are brewing amid increasing pullback pressure on HK stocks

What's in the Pack:
Property – Hong Kong Weekly Wrap-up: Lacklustre Sales In The Primary Market
Traders’ Corner:
China State Con (3311 HK), HK&S Hotels (45 HK)

US trading representative denied conveying tariff delay while HK stocks’ rebound lacking turnover support

What's in the Pack:
IT Hardware – China Handset Components: Negatives Mostly Priced In But No Catalyst In Sight
Traders’ Corner:
China Rail Cons (1186 HK), China Everbright (165 HK)

Tencent’s ADR moved higher on better-than-expected quarter results, yet short call against Pinduoduo triggers profit-taking pressure

What's in the Pack:
Tencent Holdings (700 HK) 3Q18: Lower Game Revenue Portion; Accelerating Ads Revenue Growth
Traders’ Corner:
Anhui Expressway (995 HK), NWS Holdings (659 HK)

Disappointing China’s new yuan loans with other economic data test buying power of stock market

What's in the Pack:
Property – China Weekly Wrap-up: Stability As Priority Of Current Property Market Regulations Amid Brewing Of New Measures
Traders’ Corner:
WH Group (288 HK), Baiyushan (874 HK)

US stocks plunged sharply with US dollar rose while HK stocks are expected to encounter supports at upside gaps

What's in the Pack:
China Resources Cement (1313 HK) On-the-ground Feedback From CR Cement Reverse Roadshow
Traders’ Corner:
China Res Power (836 HK), Sichuan Expressway (107 HK)

China’s new loan policy dampens confidence amid Double 11 boosts consumption enterprises

What's in the Pack:
Property – Hong Kong Weekly Wrap-up: Rebound In Secondary Marketd
Traders’ Corner:
FI CSOP HSI (7300 HK), Zhejiang Expressway (576 HK)

Higher profit-taking pressure among HK stocks amid hidden concern over economic outlook of China and HK

What's in the Pack:
Trade Expect Slower Trade Activities Ahead
Traders’ Corner:
BOC Aviation (2588 HK), CMEC (1829 HK)

Three major US indices rallied with promotion of economic growth as government’s major premise

What's in the Pack:
Brilliance Auto (1114 HK) 3Q18: Earnings Miss Estimates On Lower Margins
Traders’ Corner:
Vitasoy Int’l (345 HK), ZTE (763 HK)

Watch out for the impact of U.S. midterm election on the currency market

What's in the Pack:
Geely Automobile (175 HK) October Sales Miss Estimates, Cut Target Price To HK$23.00
Traders’ Corner:
Uni-President China (220 HK), Universal Medical (2666 HK)

Cautious deployment of HK stocks amid upcoming US mid-term election

What's in the Pack:
Coal - China Policy Effect Diminishing; Coal Prices To Be Under Pressure In 2019
Traders’ Corner:
Yihai Intl (1579 HK), China Com Service (552 HK)

This week’s focus shall be on result of US mid-term elections and uptrend of US 10-year bond yield

What's in the Pack:
Alibaba Group (BABA US) 2QFY19: Slower Revenue Growth Guidance On Macro Headwinds And Uncertainties
Traders’ Corner:
GF Securities (1776 HK), Minsheng Banking (1988 HK)

Offshore yuan surged amid China and US leaders discussed trade issue on phone

What's in the Pack:
Alpha Picks: Greater China November Conviction Calls
Traders’ Corner:
Kunlun Energy (135 HK), HTSC (6886 HK)

Higher expectations on policy became rationale for rebound of HK stocks

What's in the Pack:
Fu Shou Yuan (1448 HK) Regulatory Concern Overdone; Long-term Policy Remains Positive
Traders’ Corner:
Jiangsu Express (177 HK), China Rail Cons (1186 HK)

US dollar index rose to 16-month high while RMB has been under pressure, hindering HK stocks to rise sharply

What's in the Pack:
Property – China Weekly Wrap-up: Policy Tightness Remains With Tendency Towards Stability Upon Gradual Achievement In Implementing Property Monitoring Regulations
Traders’ Corner:
Smartone Tele (315 HK), AIA (1299 HK)

HK stocks are waiting for technical rebound on oversold conditions amid current glooming earning outlook

What's in the Pack:
China Eastern Airlines (670 HK) 3Q18: Strong Cash Generation Due To 5.7% yoy Rise In Domestic Yields; Upgrade To BUY
Traders’ Corner:
K. Wah Int’l (173 HK), SHK PPT (16 HK)

Watch out for China’s manufacturing PMI and yuan exchange rate movement

What's in the Pack:
Property – Hong Kong Weekly Wrap-up: Continued Weak Take-up In Primary Market
Traders’ Corner:
Cathay Pacific Air (293 HK), Hang Seng Bank (11 HK)

Amazon plunged sharply in after-hours session on worse-than-expected revenue while continuous strong USD is expected to limit market upside

What's in the Pack:
China Construction Bank (939 HK) 3Q18: Steady Growth, Unperturbed By External Pressure
Traders’ Corner:
AAC Tech (2018 HK), Good Baby (1086 HK)

US stocks plunged sharply and US dollar index hit two-month high amid increasing selling pressure in Asia-Pacific stock market

What's in the Pack:
I.T (999 HK) 1HFY19: Results In Line With Expectation
Traders’ Corner:
CK Asset (1113 HK), SPDR Gold Trust (2840 HK)

Risk aversion of global risk asset market surged

What's in the Pack:
Automobile - China Hidden Value Of Auto JVs
Traders’ Corner:
Baic Motor (1958 HK), CIMC (2039 HK)

China introduces comprehensive stabilization measures with goals to stabilize economy and control risks

What's in the Pack:
Market Strategy Pain Management
Traders’ Corner:
Value Partners (806 HK), NCI (1336 HK)

Watch out for degree of implementation of China’s stabilization measures

What's in the Pack:
Steel – China Weekly: Tangshan Announces Steel Production Curb List, Restrictions Remain Tight This Winter
Traders’ Corner:
HKEX (388 HK), Vtech Holdings (303 HK)

Higher expectation of US rate hike results in chained reaction amid rising pledge risks of A-shares

What's in the Pack:
Aviation – China At 10-Year Trough Levels; Lower Fuel Prices Would Be Primary Catalyst
Traders’ Corner:
Yuhua Education (6169 HK), SMIC (981 HK)

US does not call China a currency manipulator amid Fed officials support a gradual rate hike

What's in the Pack:
Monetary Policy No Meaningful Rebound In Money Supply Despite The Surge In New TSF
Traders’ Corner:
Xinyi Glass (868 HK), Haier Elec (1169 HK)

Market confidence yet to be rebuilt upon short term global uncertainties

What's in the Pack:
China Oriental Group (581 HK) Positive 2H18 Outlook; Open To M&A Opportunities
Traders’ Corner:
IMAX China (1970 HK), ICBC (1398 HK)

China’s export growth for last month boosted sentiments amid market focus on progress of US’s allegation of China's manipulation of the exchange rate

What's in the Pack:
Trade Resilient Trade Growth In Sep 18; Expect Weakness Ahead
Traders’ Corner:
Tecent (700 HK), Bank of East Asia (23 HK)

The U.S. and Chinese leaders may meet each other next month, coupled with a jump in offshore yuan exchange rate, providing positive support to HK stocks

What's in the Pack:
Shenzhou International (2313 HK) Well Prepared With High Bargaining Power And Capacity Ramping Up
Traders’ Corner:
Ali Health (241 HK), Road King Infra (1098 HK)

Investors continued to withdraw from high-valued sectors amid U.S stocks plunged sharply

What's in the Pack:
Wisdom Education International Holdings (6068 HK) High Earnings Visibility In The Next Three Years
Traders’ Corner:
Cosco Shipping Ports (1199 HK), Vinda Int’l (3331 HK)

IMF has lowered global economic growth forecast amid higher inflow of capital from southbound trading into weighted stocks

What's in the Pack:
Gaming – Macau Golden Week Optimism Fades Away
Traders’ Corner:
Guangdong Inv (270 HK), CNBM (3323 HK)

Additional concern over capital outflow from China’s market as a result of weak yuan exchange rate

What's in the Pack:
Shenzhen Airport-A (000089 CH) Upward Revision In Duty-free Concession Fee Will Be Earnings Driver
Traders’ Corner:
TVB (511 HK), TravelSky Tech (696 HK)

PBOC’s RRR cut may partially offset bearish pressure amid resumption of trading

What's in the Pack:
Automobile - China Takeaways From Marketing Trips And Channel Check
Traders’ Corner:
Link REIT (823 HK), SUNeVision (1686 HK)

Pay attention to the inspiration on rate hike and yield rise with respect to Sep labor market data

What's in the Pack:
Strategy Digging For Answers
Traders’ Corner:
Café De Coral (341 HK), BCQ (1963 HK)

Italian government agreed to reduce deficit ratio in order to ease concerns yet divergence between the trend of HK stocks’ ADR and US stocks continued

What's in the Pack:
BOC Aviation (2588 HK) 46% Rise Ytd With Room For Further Upside. Target Price Raised By 10% To HK$66.00
Traders’ Corner:
CITIC (267 HK), Fairwood Holdings (52 HK)

Negative economic data was first reflected in HK stock market while A-share market closed for the whole week

What's in the Pack:
TK Group (2283 HK) Sustained Decent Growth Despite Macro Headwinds
Traders’ Corner:
China Gas (384 HK), HK and China Gas (3 HK)

US and Mexico revised trade deal amid weakness of property stocks

What's in the Pack:
Alpha Picks: October Conviction Calls
Traders’ Corner:
PetroChina (857 HK), PCCW (8 HK)

HK Banks raised prime rates with HSI still capped under 50-day MA

What's in the Pack:
China - Internet Consumption Slowdown And Its Impact On The E-commerce Sector
Traders’ Corner:
CALC (1848 HK), Shineway Pharm (2877 HK)

Successful inclusion of A-shares into FTSE index and China’s reduction of import tariffs continued to benefit market trend

What's in the Pack:
Automobile - China Luxury Car Prices Rebound In September
Traders’ Corner:
Pacific Textiles (1382 HK), Vtech Holdings (303 HK)

China’s property stocks plunged sharply while both China and the U.S. would not make concessions, yet the MSCI Inc. is considering increasing the weight of A shares

What's in the Pack:
China – Internet Pre-tax Deduction Proportion Of R&D Expenses Increased To 75%
Traders’ Corner:
China Resources Gas (1193 HK), Stella Holdings (1836 HK)

China scrapped planned trade talks with the U.S.; the beginning of China’s long holidays may affect investors’ incentives to enter into the market

What's in the Pack:
Property – Hong Kong Weekly Wrap-up: Watch Out For Prime-rate Hikes
Traders’ Corner:
Brilliance China Automotive (1114 HK), CM Bank (3968 HK)

The Dows and S&P hit record highs again amid outstanding U.S. job data

What's in the Pack:
Stocks For A Volatile Market
Traders’ Corner:
BYD Electronic (285 HK), NWS Holding (659 HK)

Lower capital participation amid temporary suspension of southbound trading

What's in the Pack:
Aviation – China No Signs Of Demand Weakness Despite A Weak Renminbi
Traders’ Corner:
BYD Company (1211 HK), China Unienergy (1573 HK)

The US three major indices closed higher on the back of restrained China's retaliatory tariff

What's in the Pack:
Education – China High Regulatory Risks Suppress Stock Valuations
Traders’ Corner:
SITC (1308 HK), CRRC (1766 HK)

Trade war atmosphere escalated after the announcement of new tariff on US$200 billion worth of Chinese goods

What's in the Pack:
Strategy Between A Rock And A Hard Place
Traders’ Corner:
Shanghai Industrial (363 HK), China Hongqiao Group (1378 HK)

Uncertainties mounted on Hong Kong stocks rebound amid the resumption of tariff imposition

What's in the Pack:
Property – Hong Kong Weekly Wrap-up: Primary Market Holds Up Despite Super Typhoon
Traders’ Corner:
Power Assets (6 HK), China Oilfield (2883 HK)