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研究焦點
 
  • 羅家亮
    HK/China Auto & Consumer - 11 Jan 2017
     China Auto – Retail sales of passenger vehicles rose 17.1% YoY in Dec 16  Nexteer (1316 HK, NR) – Contribution agreement in relation to the proposed establishment of JV  Volkswagen - Plans to sell 1.5m units zero-emission cars by 2025  Lululemon (NASDAQ: LULU, NR) - Raises Q4 guidance after strong holiday season  Yue Yuen Industrial (551 HK, NR) – Dec 16 revenue reached USD761m  Wanda Cinema (002739 CH, NR) – FY16 total revenue rose 39% YoY to CNY11.1b
  • 黄浩雲
    Grease Spot: Oil & Gas Daily - 11 Jan 2017
    News Headlines Overnight, Brent and WTI declined by 2.4% to USD53.64/bbl and by 2.2% to USD50.82/bbl, respectively. � Iraq Confirms Oil-Output Cut Even as Scheduled Exports Rise (Bloomberg, 10 Jan 2017) � EIA: US crude output seen rising through 2018 (Upstream, 10 Jan 2017) � US oil and gas industry spending set to surge (Upstream, 11 Jan 2017) � Outlook 2017: China LPG demand to continue rising, but at slower rate (Platts, 10 Jan 2017)
  • 吳煒基
    View From the Lighthouse: Hong Kong/China Property Daily - 11 Jan 2017
    - 2nd list with price hike at One Kai Tak II; - URA’s Central project received 43 interests; - Chinachem names Tsuen Wan West project as Parc City; - Private home construction started hits 16 years high; - Shanghai rents in decentralized offices grow strongly in 4Q16