Anti-involution/Reflation
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中国观察_FY25_1Q26业绩预览 -港股表现优于 A 股;聚焦潜在业绩超预期与不及预期标的-China Musings_ FY25_1Q26 earnings preview_ A outpacing H; highlighting potential beats and misses
2026-03-18 02:29
18 March 2026 | 2:14AM HKT Portfolio Strategy Research China Musings: FY25/1Q26 earnings preview: A outpacing H; highlighting potential beats and misses FY25 earnings season for listed Chinese companies is in full swing starting this week, followed by 1Q26 results in mid-to-late April. To date, 21% of companies (by market cap) have reported FY25 results (or pre-announcements), with aggregate earnings growing 10% yoy. We will provide ongoing updates via our China Weekly Kickstart earnings tracker throughout ...