格隆汇3月9日丨渣打集团(02888.HK)公告，3月6日耗资1490.91万英镑回购89.30万股，每股回购价 16.335-17.05英镑。 ...

Group 1 - The company, Kingsoft Corporation (03888.HK), announced that it will hold a board meeting on March 25, 2026, to review and approve the annual results for the year ending December 31, 2025, and to consider the distribution of a final dividend, if any [1]

Group 1 - The company, China Taiping (00966.HK), announced that it will hold a board meeting on March 25, 2026, to consider and approve the annual performance for the year ending December 31, 2025, for itself and its subsidiaries [1] - The board meeting will also consider the distribution of a final dividend, if any [1]

Group 1 - The company MGM China (02282.HK) announced that a board meeting will be held on March 19, 2026, to consider and approve the annual performance for the year ending December 31, 2025, and its release [1] - The board meeting will also discuss the proposal for the payment of a final dividend, if any [1]

格隆汇3月9日丨恒基发展(00097.HK)宣布，公司将于2026年3月23日(星期一)举行董事局会议，藉以批 准刊发公司及其附属公司截至2025年12月31日止年度的全年业绩公布及考虑派发末期股息(如有)，以及 其他事项。 ...

Core Viewpoint - Citigroup's report highlights that BYD's advanced battery and charging capabilities require systematic technological advancements that are difficult for competitors to replicate, potentially providing BYD with at least a six-month market lead [1] Group 1: Technological Advancements - The report emphasizes that the development of ultra-fast charging facilities can enhance BYD's brand competitiveness, creating a spillover effect that justifies the investment [1] - Citigroup maintains that significant technological progress in battery and charging systems is essential for BYD's competitive edge [1] Group 2: Sales Forecast - Citigroup retains its 2026 sales forecast for BYD at 5.39 million units, with overseas sales projected between 1.5 million to 1.6 million units, and domestic sales expected to be around 3.7 million to 3.8 million units [1] - The focus on high-end brands is anticipated to be a key strategy for BYD this year, supported by its advanced ultra-fast charging technology [1] Group 3: Investment Rating - Citigroup maintains a "Buy" rating on BYD's H-shares, with a target price set at 174 HKD [1]

Core Viewpoint - Luoyang Molybdenum's net profit attributable to shareholders is expected to exceed RMB 20 billion in 2025, driven by increased product prices and effective cost management [1] Production Guidance - Copper production is projected to be between 760,000 to 820,000 tons, an increase of 20,000 to 80,000 tons year-on-year [1] - Cobalt production is estimated at 100,000 to 120,000 tons, while molybdenum production is expected to be between 11,500 to 14,500 tons [1] - Tungsten production is forecasted at 6,500 to 7,500 tons, niobium at 10,000 to 11,000 tons, and phosphate fertilizer at 1,050,000 to 1,250,000 tons [1] - Physical trading volume has been adjusted down to 4,000,000 to 4,500,000 tons [1] Acquisition Activities - The company anticipates an additional gold production guidance of 6 to 8 tons in 2026, stemming from the acquisition of three gold assets in Brazil for USD 1.015 billion, completed within 40 days [1] - The acquisition of the Ecuador Odin gold mine was finalized in June 2025 [1] Investment Rating - The company maintains a "Buy" rating [1]

Core Viewpoint - Li Ning Company Limited (02331.HK) is scheduled to hold a board meeting on March 19, 2026, to approve the annual performance announcement for the year ending December 31, 2025, and to consider the proposal for the final dividend distribution if applicable [1] Group 1 - The board meeting will take place on a Thursday [1] - The meeting will focus on the approval of the company's annual performance announcement [1] - The meeting will also consider the proposal for the distribution of the final dividend [1]

Group 1 - Nomura's report indicates that JD Logistics' Q4 2025 performance in terms of revenue and profit exceeded expectations, with total revenue increasing by 22% year-on-year, surpassing market and Nomura's estimates by 2 percentage points, primarily benefiting from internal revenue growth [1] - Non-IFRS net profit increased by 6% year-on-year to 2.4 billion yuan, exceeding market and Nomura's expectations by 11% and 6% respectively [1] - Nomura maintains a "Buy" rating for JD Logistics, raising the target price from 17 HKD to 18 HKD, and adjusting the earnings per share forecasts for the fiscal years 2026 and 2027 upwards by 9% and 13% respectively [1]

Core Viewpoint - The A-share market for coal stocks is experiencing a significant upward trend, driven by geopolitical conflicts that may increase international energy prices and coal substitution demand [1] Group 1: Market Performance - Coal stocks such as Lanhua Ketech reached a 10% limit up, while Yanzhou Coal, Jinkong Coal, and China Coal Energy rose over 8% [1] - Other notable performers include Lu'an Environmental Energy up over 7%, Shaanxi Coal and Kailuan Shares up over 6%, and several companies including Meijin Energy and China Shenhua up over 5% [1] Group 2: Company Specifics - Lanhua Ketech has a market capitalization of 10.8 billion with a year-to-date increase of 23.86% [2] - Yanzhou Coal has a market capitalization of 210 billion with a year-to-date increase of 59.09% [2] - Jinkong Coal has a market capitalization of 30.8 billion with a year-to-date increase of 39.77% [2] - China Coal Energy has a market capitalization of 248.7 billion with a year-to-date increase of 50.80% [2] - Lu'an Environmental Energy has a market capitalization of 45.1 billion with a year-to-date increase of 27.63% [2]