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Indonesia's benchmark stock index extended losses, falling 2.4%.
2026-06-05
Indonesia's benchmark stock index extended losses, falling 2.4%.
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2026-06-04
Internationally 1. HSBC: Expects a structural recovery in A-share earnings, with the largest upward revisions to earnings forecasts for materials, energy, and information technology. 2. HSBC: Prefers investment-grade bonds for coupon income; gold r
Internationally 1. HSBC: Expects a structural recovery in A-share earnings, with the largest upward revisions to earnings forecasts for materials, energy, and information technology. 2. HSBC: Prefers investment-grade bonds for coupon income; gold remains an effective safe-haven and risk diversification tool. Domestically 1. CITIC Securities: Expects a slowdown in the pace of bond market gains, with the 10-year Treasury yield consolidating around 1.70% in the short term. 2. CITIC Securities: Major analog IC manufacturers have initiated a new round of price increases, potentially benefiting domestic analog manufacturers. 3. CITIC Securities: Domestic gas turbine manufacturers are showing an upward price trend, potentially further improving profitability. 4. CITIC Securities: Significant progress is expected in both domestic and international AI computing power and embodied intelligence industries. 5. CITIC Securities: Suggests incorporating exchange rates into earnings analysis, focusing on the earnings expectation gap of companies with high overseas expansion and high exchange rate sensitivity. 6. Huatai Securities: Risk assets may continue to outperform in the second half of the year. 7. Huatai Securities: With El Niño approaching, focus on the sugar, natural rubber, and palm oil industry chains. 8. Guojin Securities: Optimistic about the development prospects of the solid oxide fuel cell (SOFC) industry chain.
2026-06-05
At the morning close, China’s main front-month futures were mostly lower: Shanghai tin fell more than 4%; palm oil, rapeseed oil, red dates, synthetic rubber, palladium, soda ash, glass and eggs dropped over 2%. Winners included coking coal, up over
At the morning close, China’s main front-month futures were mostly lower: Shanghai tin fell more than 4%; palm oil, rapeseed oil, red dates, synthetic rubber, palladium, soda ash, glass and eggs dropped over 2%. Winners included coking coal, up over 2%, while coke, lithium carbonate and starch gained more than 1%.
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