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margin in 1H24; land bank optimization key to rebuild L-T growth visibility; Neutral

COGO reported 1H24 net profit -49% yoy to Rmb885mn on both topline decrease(-20% yoy) and GPM slide (-7pp yoy to 10%). We expect its topline growth outlook to
海外研报

Summer data-only update

Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures,
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China Economic Activity and Policy Tracker: August 23

In this note, we update four sets of high frequency indicators that we track: 1)consumption and mobility; 2) production and investment; 3) other macro activity; and
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The ECB's throuple... or trouble?

The accounts of the July ECB meeting noted that September “was widely seen as a good time to re-evaluate” the level of monetary policy restriction. But caution remains the key word. In fact,
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Japan: BoJ downplaying structural deflationary pressures of excess corporate savings

It is not surprising that some government and LDP officials have pointed out the need for a change to a world with interest rates. This is because
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Taiwan: Broad Declines in IP and Retail Sales in July

Taiwan’s industrial production (IP) fell 3.3% mom sa in July, with the pace of declineaccelerating from -0.6% the previous month. The outcome was in line with
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The Flow Show Jackson Dole

Scores on the Doors: gold 19.6%, crypto 17.7%, stocks 15.4%, HY bonds 6.5%, IG bonds 3.8%, cash 3.5%, commodities 1.9%, oil 1.8%, govt bonds 0.6%, US$ 0.2% YTD.
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Stronger Asian currencies heading into Powell’s Jackson Hole Speech

Asian FX continued to strengthen against the Dollar this week ahead Powell’s keynote speech in the Jackson Hole Symposium on Friday evening. This week
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Budget - Fiscal prudence through reduced capex

The first budget of the newly elected government has chosen to maintain a conservative fiscal approach, despite President-elect Prabowo Subianto suggesting a departure from
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In the middle of the USD smile

The viewG10. USD weakness on soft landing, imminent Fed cuts, in the middle of the smile.
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