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CAICT: Mainland Mobile Phone Shipments in Mar Down 7.1% YoY; 1Q26 Slump 12.7% YoY
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Macquarie Cuts TP on Conant Optical to HKD88, Maintains Outperform
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Ming-Chi Kuo Says OpenAI Smartphone Expected for Mass Production in 2028; SUNNY OPTICAL and Q TECHNOLOGY Jump Over 5%
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<Research>Ratings/ TPs on HKEX (Table) (Update)
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<Research> M Stanley Downgrades SANDS CHINA LTD to Neutral, Cuts TP to HKD16.7
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<Foresight> Brokers Expect HKEX 1Q26 Net Profit to Rise Nearly 15% YoY, Focus on Management Guidance on IPOs and Listing Reforms (Update)
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<Econ> Singapore Mar Industrial Output +10.1% YoY, Beating Forecasts
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<Research> Jefferies: CMOC 1Q26 Results In Line; Continues Cost Control to Tackle Sulphur Price Surge
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<Research> Jefferies Expects GREAT WALL MOTOR to Emerge from Earnings Trough; 2Q26 Gross Margin Seen Improving
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<Asia> Nikkei 225 Closes Up 821 Points or 1.4%, Hits Intraday Record High; Semiconductor Stocks Sought After
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<A Shrs> A-Share Three Major Indices Close Mixed; SH Comp and SZ Comp Edge Up; Auto and Memory Chip Concept Stocks Rally; SMIC Up 5%
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CK ASSET: Proceeds from UKPN Disposal to Be Deployed for Various Investments; More Options Preferable
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<Research>Jefferies: IMPRO PRECISION 1Q Rev. Beats; Firm Raises Full-yr Sales Guidance
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<Research> HSBC Research: Frontier Model Race Continues with Diverging Western and Eastern Paths
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G Sachs: Mainland CDMO Sector Remains Resilient, Favors Wuxi AppTec , Asymchem and Others
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Sinopec Reportedly Completes Privatized Deployment of DeepSeek-V4-Flash Model
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AAHK Plans to Issue at Least $15B Worth of Bonds: Rumor
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Xiaoxiang Supermarket Halts Self-Pickup Services at Some Stations, Urges Users to Switch to Delivery
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<Research>HSBC Research Prefers CHINA MOBILE, Downgrades CHINA TELECOM to Hold; CN Telecoms Deliver Divergent 1Q Results
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<Asia> Asia-Pacific Markets Broadly Rise; TAIEX Tops 40,000 for First Time; Japan and S Korea Extend Record Highs
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