Tingting Ge (852) 2800-0143 tingting.ge@jpmorgan.com Asia Pacific Economic Research Haibin Zhu (852) 2800-7039 haibin.zhu@jpmorgan.com JPMorgan Chase Bank, N.A., Hong Kong Branch Grace Ng (852) 2800-7002 grace.h.ng@jpmorgan.com 13 October 2024 J P M O R G A N Greater China • China: NDRC did not provide further stimulus details, all eyes on the Saturday MOF press conference • FX reserves a touch above expectation, two-sided risks around 7 for USD/CNY • Taiwan: September exports moderated, partly paying back ...

M Update Sunny Optical | Asia Pacific October 13, 2024 09:00 PM GMT September: Handset Lens Shipments to Beat while CCM to Miss in 2024? With mix improvement the top priority, handset CCM still recorded weak shipments. Handset lenses delivered solid growth, and shipments appear highly likely to beat the target. Key Takeaways Handset CCM YTD growth rate decelerated from +3% in Jan-Aug to -1% in Jan- Sep. Handset lenses recorded +6% YoY growth in Sep and +20% in Jan-Sep. Vehicle lenses' YTD growth slightly im ...

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Deutsche Bank Research Q3 European Earnings Preview – Easy beats Maximilian Uleer, Head of European Equity- and Cross Asset Strategy +49 (0)69-910 41355 | maximilian.uleer@db.com Carolin Raab, European Equity- and Cross Asset Strategist +49 (0)69-910 43958 | carolin.raab@db.com Francesca Mazzali, European Equity- and Cross Asset Strategist +49 (0)69-910 47636 | francesca.mazzali@db.com October 2024 IMPORTANT RESEARCH DISCLOSURES AND ANALYST CERTIFICATIONS LOCATED IN APPENDIX 1. Deutsche Bank does and seeks ...

M Update S. Korea Autos/EV Batteries | Asia Pacific October 4, 2024 05:07 AM GMT Asia Marketing Feedback + Recent Developments Post our S. Korea EV battery upgrades in September, we met with a wide range of investors in Asia. Below, we highlight the key feedback for both EV Batteries and Autos from those meetings. Key feedback for EV Batteries: Improving sentiment: Compared to early September, when we upgraded LG Energy Solution (373220.KS) and the Korea EV battery sector, our recent discussions with invest ...

港股市场昨天短暂回调；今天似乎就重拾动力。 China Rally，继续成为交易台里面被问爆的最热门议题； 挑了两个今天早上的交易台评论，继续看看情绪。 1. 美银交易台 - 关于中国 8 大问题； 2. 大摩的一个市场短评； 1. 美银交易台 - 关于中国 8 大问题； 1. 中国的低配（Underweight）是否已经结束？ 在我们获得 9 月/10 月的共同基金持股数据之前，很难量化这一点，但如果我们的交易 流量可以作为参考，当前的仓位看起来已经相当满（quite full）。 It will be hard to quantify until we get mutual fund holdings data for Sep/Oct, but if our platform flows are any guide, positioning is starting to look quite full. 过去两周，长期投资者净买入了 34 亿美元，这与"口罩解封"的反弹金额相似，但时间 要快得多。 Long-onlies have net bought US$ 3.4bn over the past tw ...

For the exclusive use of ACCOUNTS@KARUNADUCABS.COM Lower rates and sluggish deal recovery leaves downside risks across most Capital Markets stocks into 3Q 30 September 2024 | 4:11AM EDT Americas Capital Markets Prospects of faster rate cuts and stronger equity markets have propelled the risk-on behavior across many Capital Markets stocks in 3Q. That said, deal activity rates (M&A, ECM) remain sluggish - a continued headwind for many Alt Managers amid very stretched valuation multiples, organic growth for mo ...

_ 27 September 2024 | 10:22AM EDT Weekly Fund Flows A Shifting Mix Global fund flows, week ending September 25 n Flows into mutual funds and related investment products showed firm demand for both equity and bond funds. n Net flows into global equity funds were strong in the week ending September 25, driven by flows into US and mainland China equities (+$25bn vs +$39bn in the previous week). Flows into US equities have strongly outpaced those into the Euro area and mainland China this year, but recent news ...