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What's in the Pack:
ESR Cayman (1821 HK)
Exploit Investment Demand In “New Economy” Assets Including Data Centres
What's in the Pack:
Aviation – China
Weaker-Than-Expected Results; Street Yet To Price In Likelihood Of Full-Year Losses
Traders’ Corner:
HKT-SS (6823) / COSCO Shipping (1919)
What's in the Pack:
WuXi AppTec (2359 HK)
1Q21: Adjusted Earnings Up 63.6% yoy, Stronger Than Expected
What's in the Pack:
Meituan Dianping Class B (3690 HK)
Anti-trust Investigation Into Leading Internet Companies Continues
Traders’ Corner:
AIA (1299) / Sinopec Engineering (2386)
What's in the Pack:
Kingboard Laminates (1888 HK)
Capitalising On The CCL Super Cycle
Traders’ Corner:
HKEX (388) / Zhongsheng Group (881)
What's in the Pack:
Goldwind Science & Technology (2208 HK)
1Q21: Resilient Margin Expected To Continue
Traders’ Corner:
Kingboard (148) / Jiangxi Copper (358)
What's in the Pack:
China Merchants Bank (3968 HK)
1Q21: NPL And NIM In Line But Net Profit Beat Consensus
Traders’ Corner:
SITC (1308), Sino Land (83)
What's in the Pack:
REITs & Landlords – Hong Kong
Yields Could Compress On Retail Recovery And Low Interest Rates