FW: HTI Asia-Ex Daily 20160725

[Ye Tian (James)]

 

 

Asia Ex Key Market Focus
Company/ Market	Focus
Cathay Specific	Capital Outflow Pressure Eased in Q2
Haitong International
Updates   Cathay Specific: Capital Outflow Pressure Eased in Q2 (Leanne Wang) l   Macro News and A-share Strategy: According to SAFE, in June China’s banks purchased US$134.7bn for clients and sold US$147.6bn, for a net FX deficit of US$12.8bn.  The narrowing deficit this year reflects and easing of the pressure on cross-border capital outflow in Q2 2016 l   Shenzhen Deren Electronic (002055 CH): One of Co’s subsidiary has been chosen by Dongfeng Motor Corp. Passenger Vehicle to supply on-board chargers for its A60 electric vehicle l   China Jushi Group (600176 CH): H1 2016 preliminary earnings results show NP rising 50-60% YoY l   CITIC Securities (600030 CH): H1 2016 preliminary earnings results for CITIC Securities indicate a 57.4% YoY decline in NP to Rmb5.3bn   http://equities.htisec.com/x/pdfView?_S=RDWWD71aOLRozl44WUFgKg6gsB
Upcoming Analyst Marketing Analyst name/Sector Region Marketing/Date Billy Leung / China Internet HK / Jul 20 – 25 Billy Leung / China Internet Taipei / Jul 28 – 29 Nicolas Wang & Hongwei Wen / (CH Healthcare + Consumer) USA / Aug 1 – 5 Yuan Yuan Ji / (China Small Cap) SZ and GZ / Aug 1 – 2 Yuan Yuan Ji / (China Small Cap) SH / Aug 3 – 5 Billy Leung / China Internet SZ and GZ / Aug 8 - 9 Billy Leung / China Internet SH / Aug 10 - 11

 

 

Ronnie Chan

Assistant Director – Research Sales

 

Cash Equities Department

Haitong International Securities Group Limited

8/F Li Po Chun Chamberss, 189 Des Voeux Road Central, Hong Kong

 

d: (852) 2801-2470  t: (852) 2848 4333 

ronnie....@htisec.com  www.htisec.com  www.equities.htisec.com

 

 

This email is confidential. If you are not the intended recipient, please delete it from your system and notify the sender immediately. Any unauthorized use, disclosure, dissemination or copying of this email is prohibited. Haitong International Securities Group, its group companies and their content providers ("Parties") shall not be responsible for the accuracy or completeness of this email or its attachment, if any, which could contain virus, be corrupted, destroyed, incomplete, intercepted, lost or arrive late. The Parties do not accept liability for any damage caused by this e-mail.

 

This email is confidential. If you are not the intended recipient, please delete it from your system and notify the sender immediately. Any unauthorized use, disclosure, dissemination or copying of this email is prohibited. Haitong International Securities Group, its group companies and their content providers ("Parties") shall not be responsible for the accuracy or completeness of this email or its attachment, if any, which could contain virus, be corrupted, destroyed, incomplete, intercepted, lost or arrive late. The Parties do not accept liability for any damage caused by this e-mail.