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What's in the Pack:
Automobile – China
Weekly: PV Sales Fell 6% mom In First Four Weeks Of May, Missing Estimates
Traders’ Corner:
Ping An Healthcare and Technology Company Limited (1833 HK)，Kingsoft Corporation Limited (3888 HK)
What's in the Pack:
Property – China
Market Fundamentals Not Weak Enough To Trigger Policy Stimulus; POEs Again Seeing Rising Liquidity Risks
Traders’ Corner:
Datang International Power Generation Co. Ltd. (991 HK)，CK Infrastructure Holdings Limited (1038 HK)
What's in the Pack:
Property – China
Market Fundamentals Not Weak Enough To Trigger Policy Stimulus; POEs Again Seeing Rising Liquidity Risks
Traders’ Corner:
Petrochina Company (857 HK)，Want Want China Holdings Limited (151 HK)
What's in the Pack:
China Mengniu Dairy (2319 HK)
Takeaways From Mengniu Factory Visit; FullYear Guidance Unchanged
Traders’ Corner:
CNOOC LTD. (883 HK)，Huaneng Power International (902 HK)
What's in the Pack:
Meituan (3690 HK)
1Q23: Robust Earnings Beat; Meituan FD Market Share Back To 3:1 Vs Its Rival’s
Traders’ Corner:
Hang Seng Index
What's in the Pack:
XPeng Inc (9868 HK)
1Q23: Loss Expands 37% yoy To Rmb2.3b, In Line With Estimate
Traders’ Corner:
L'occitane International S.A. (973 HK)，Xinyi Solar Holdings Limited (968 HK)
What's in the Pack:
Kingsoft Corp (3888 HK)
1Q23: Soft Revenue Growth; Future Growth Fostered By JX Online III And WPS AI
Traders’ Corner:
Kuaishou Technology (1024 HK)，Guangzhou Baiyunshan Pharmaceutical Holdings Company Limited (874 HK)
What's in the Pack:
Inflation
Underlying Inflation Stays Down