Ima Daily5MinJul 17
A Morgan Stanley report pointed out that China's tightening of social security payment regulations will push up corporate labor costs, with car dealers and labor-intensive parts suppliers being the hardest hit. It will also erode residents' disposable income a…
Ima Daily5MinJul 17
Goldman Sachs' interim results preview for China Resources Land pointed out that impairments in its property development business may deepen, but asset disposal gains and stable rental income from Chengdu Mixc can provide a buffer. This means that although the…
Ima Daily5MinJul 17
Morgan Stanley lowered China's full-year GDP growth forecast for 2026 by 20 basis points to 4.6%, mainly because the 4.3% GDP growth rate in the second quarter was lower than the target and market expectations. The report pointed out that the K-shaped economic…
Ima Daily5MinJul 17
A Morgan Stanley report showed that China's broad credit growth slowed to 7.5% year-on-year in June. The weakening credit reflected weak domestic investment, consumption and housing sales. At the same time, public financing showed initial signs of acceleration…
Ima Daily5MinJul 17
Morgan Stanley released a monthly data package for the insurance industry in Hong Kong and China, disclosing the southbound funds of insurance companies and changes in long-only institutional positions in June and early July. Data show that PICC Property & Cas…
Ima Daily5MinJul 17
According to a Morgan Stanley report, Eston Automation's median net profit in the first half of 2026 was 165 million yuan, and its Q2 net profit exceeded market consensus but was lower than Morgan Stanley's expectations. The performance growth is mainly due to…
Ima Daily5MinJul 17
Nomura’s report revealed that GDP in the second quarter showed obvious K-shaped differentiation by industry. The nominal GDP growth rate of the manufacturing and financial services industries was nearly 9% year-on-year, while the real estate and construction i…
Ima Daily5MinJul 17
A Morgan Stanley report pointed out that China's social financing growth rate dropped to 7.4% in June, and the RMB loan growth rate dropped to 5.3%, indicating that the deleveraging trend continued. New loans to residents and businesses both declined year-on-y…
Ima Daily5MinJul 17
J.P. Morgan's report pointed out that Li Ning's retail sales faced headwinds in the second quarter. The business excluding children's clothing declined by low single digits year-on-year, while the business including children's clothing remained flat, in line w…