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Morning Bulletin - 16 December 2014
- CN: China Gas Holdings (384 HK) | NDR: Looks attractive - CN: Guangzhou R&F Properties (2777 HK)
Last Update: 2014-12-16
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Research Reports
 
  • KL Lo
    HK/China Auto & Consumer - 29 Apr 2016
    BYD (1211 HK, HOLD, TP HKD40.0) | VW AG – Declares war on GM in bid to regain sales crown in China, discloses plans at Beijing auto show | China auto – Beijing may let foreign automakers control JVs | China sports – Copy-cat saga continues…| Anta (2020 HK, NR) – Outstrips Nike in sneaker sales in China | Xtep (1368 HK, NR) | Samsonite (1910 HK, NR) | Qingdao Haier (600690 CH, NR) | Wanda Cinema (002739 CH, NR)
  • Warren Lau
    Global Smartphones - Where is the growth?
    IDC’s latest 1Q16 smartphone shipment survey confirmed our fears that this market barely grew — a sharp contrast to the double-digit growth in the past several years. We now believe even our Street-low ±5% YoY unit growth may prove to be too optimistic and the recently revised industry and market forecasts of 8% unit growth is likely to be cut again.
  • Howard Wong
    Grease Spot: Oil & Gas Daily - 29 Apr 2016
    News Headlines Overnight, Brent and WTI rose by 2% to USD48.14/bbl and by 1.5% to USD46.03/bbl, respectively. - Oil hits 2016 highs for third straight day (Upstream, 29 April 2016) - PetroChina Posts First-Ever Quarterly Loss Amid Oil's Crash (Bloomberg, 28 April 2016) - Sinopec Profit Triples as Refining Outweighs Oil's Plunge (Bloomberg, 28 April 2016) - Libya outlines ambitious plans to restore oil output (Reuters, 28 April 2016)