Hints and tips:
...Barring gaming, “a lot of the consumer segments of the business have not been as bright stars as their enterprise” segments, said Brent Thill, analyst at Jefferies....
...Jefferies estimated that the delayed projects accounted for about 1 per cent of China’s overall banking mortgage balance....
...Job openings at firms with fewer than 10 employees are at an all-time high, note Thomas Simons and Aneta Markowska at Jefferies....
...Chinese foreign ministry official Wang Wenbin said on Thursday that the US was attempting to impose a “technological blockade” on China....
...As new variants emerged in early 2021, Wang tried again....
...Additional reporting by Wang Xueqiao in Shanghai, Ed White in Seoul, and Adam Samson in London...
...Powell, of Jefferies in Hong Kong, says it is important to remember that the healthcare system “barely survived the first wave” in 2020....
...Additional reporting by Xueqiao Wang in Shanghai, Sun Yu in Beijing, and Alice Woodhouse in Hong Kong...
...However, Patrick Yuan, an analyst at Jefferies, said overseas groups would try and tough it out. “China’s car market is the largest single market, which is too big to give up,” he said....
...Inflationary pressure, coupled with the economic slowdown, is still a serious challenge for China,” warned Wang Zhe, a senior economist at Caixin Insight Group....
...“Huawei is probably finished as a maker of 5G network equipment and smartphones once its inventories run out early next year,” said Dan Wang, of Gavekal Research in a report on the sanctions titled: “A Death...
...“Both sides have licked the sweet parts of the deal already,” said Mr Wang....
...Additional reporting by Wang Xueqiao...
...Patrick Yuan, an analyst at investment bank Jefferies, estimated that overall automobile retail sales grew 3 per cent in the first half of the year, and wrote in a note to clients that he expected that the...
..., analyst at Jefferies....
...Here’s Jefferies with a comprehensive overview: Media reports case of transverse myelitis: The NY Times reports that a volunteer in the UK trial received a diagnosis of transverse myelitis, an inflammatory...
...That could boost its mobile game revenue to Rmb97bn for this year, implying 26 per cent growth from last year, according to investment bank Jefferies....
...“We remain negative on their Chinese expansion,” said Jefferies analyst Stephen Lienert, adding that their pizza is about 30 per cent more expensive than at rival Pizza Hut....
...Here’s a useful and very long extract from Julia Wang, HSBC’s Greater China senior economist, to cover the top-down domestic stuff: How can we gauge the economic impact?...
...Wang Xing, whose food delivery app Meituan Dianping has quashed talk of job cuts, took to social media to repeat a joke that — to some — carried an air of gallows humour....
...Zhu joins from Lincoln International, an advisory firm, where Alantra has also poached Linda Wang and John Zhou to join the group. B Riley FBR has hired Alex Rohan from Guggenheim Securities....
...“The surveillance industry is still in the growth phase,” proclaimed analysts at Jefferies, the New York-based investment bank....
...Analysts at Jefferies estimate the three remaining sales could bring in up to $7.5bn for Maersk again....
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