1 October 2024 | 11:19PM HKT _ KE Holdings (BEKE): H-share liquidity paves way for Southbound inclusion; Narrower mom existing home pricing decline in Sep; Buy | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------------------------- ...

2 October 2024 | 12:53AM HKT Neutral COSCO SHIPPING Holdings (601919.SS) Up to Neutral on structural supply chain complexity supporting higher valuation; assessing port operation suspension scenarios 601919.SS 12m Prie Target: Rmb13.80 Prie: Rmb15.71 Downside: 12.2% 1919.HK 12m Prie Target: HK$10.70 Prie: HK$13.04 Downside: 17.9% Herbert Lu +852-2978-0726 | herbert.lu@gs.com Goldman Sachs (Asia) L.L.C. Simon Cheung, CFA +852-2978-6102 | simon.cheung@gs.com Goldman Sachs (Asia) L.L.C. Dorothy Wong +852-2978- ...

1 October 2024 | 4:01PM HKT _ WuXi AppTec Co. (2359.HK): Investor day takeaways: Robust TIDEs momentum; resilience amid uncertainty WuXi AppTec hosted the annual investor day on Sep 26th, where mgmt highlighted 1) strong rebound of US/EU funding in 1H24 with upfront payment serving as key alternative to source capital; 2) CRDMO business model positions the company to continue growth in both good and challenging time; 3) reiterated their leading position in small molecule industry evidenced by producing 7 ou ...

30 September 2024 | 1:55PM EDT _ Global: GS Economic Indicators Update: Financial Conditions Ease in China on PBOC Policy Announcements | --- | --- | --- | --- | --- | --- | |------------------------------------------------------------------------------------------------------------|-----------------------------------------------------|-------------------------------------------|-------------------------------|---------------------------------------|---------------------------------------------------------- ...

_ 2 October 2024 | 4:32AM EDT Oil Tracker: Prices Jump on Geopolitical Escalation | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------------------------------------------| | | | | suggest that this premium ...

2 October 2024 | 4:01AM EDT _ | --- | --- | --- | --- | --- | --- | --- | --- | --- | |----------------|----------------------------------------------------------------------------------|-------------------------------------------------|----------|--------------------------------------------------------|-----------------------------------------|-----------|----------------------------|-------------------------| | | | | | | | | | | | | Dell Technologies Inc. Key takeaways from 2024 investor field trip to DEL ...

1 October 2024 | 8:06PM MDT _ | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-----------------------|-----------------------------------------------------------------------------------------------------------------------------|---------------------------------------------------------|-----------------|--------------------------------------------------------------------------------|------------------------------------|--------------------|-----------------|------------| | | Nike Inc. (NKE) F1Q25 Ea ...

3 October 2024 | 4:52PM CST _ | --- | --- | |-------------------------------------------------------------------|-------| | | | | GC Tech | | | Highlighting 5 stocks into 4Q with valuation upside | and | | solid growth outlook | | China's Communications and Networking stocks within our coverage have rallied 25% on average since Sept 23. The previous laggards (before Sept 23) and AI-related stocks outperformed vs. the rest of the pack since Sept 23. At this juncture, we continue to favor 5 stocks across AI n ...

EQUITY RESEARCH | October 2, 2024 | 10:38PM HKT _ Research Zijin Mining (2899.HK) A growing Chinesemining giant | --- | --- | --- | --- | --- | |-------|-------|-------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------- ...

2 October 2024 | 3:35PM EDT _ What's Top of Mind in Macro Research: Middle East escalation implications, even more China policy easing, US port strike impacts | --- | --- | |-------------------------------------------------------|----------------------------------------------------------------------------------------| | This week: | Jenny Grimberg \n+1(212)934-0199 \| jenny.grimberg@gs.com Goldman Sachs & Co. LLC | | Middle East: escalation implications | | | Policy easing: no longer piecemeal in China | Al ...