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According to an HKEX filing, JP Morgan's long position in Midea Group (00300.HK) decreased to 14.95% from 15.46% on Sept 1.

2026-09-07

According to an HKEX filing, JP Morgan's long position in Midea Group (00300.HK) decreased to 14.95% from 15.46% on Sept 1.

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2026-09-07

Ahead of Chancellor of the Exchequer Healy's speech today, research institutions suggest that Healy should restore most of the UK's fiscal buffer in his budget to reassure bond investors. Affected by the global sell-off that has pressured UK governme

Ahead of Chancellor of the Exchequer Healy's speech today, research institutions suggest that Healy should restore most of the UK's fiscal buffer in his budget to reassure bond investors. Affected by the global sell-off that has pressured UK government bonds, the UK's fiscal space has shrunk by half from the £23.6 billion left by his predecessor, Reeves. To restore fiscal space to that level, Healy will likely need to raise taxes and cut spending. This is not the signal the new government hopes to send, but British economist Dan Hansen says it is necessary to demonstrate fiscal credibility. Restoring most of the buffer would be a crucial signal to the UK bond market that the government is taking fiscal discipline seriously. The current risks are high, and failing to deliver a credible fiscal strategy in the current environment could be extremely costly.
2026-09-07

Goldman Sachs initiated coverage of Zhongji Xuchuang (03308.HK) H shares with a buy rating and a HK$3,267 price target. It forecasts revenue CAGR of 78% in 2026-28, driven by silicon photonics (SiPh) optical module shipment growth and the company exp

Goldman Sachs initiated coverage of Zhongji Xuchuang (03308.HK) H shares with a buy rating and a HK$3,267 price target. It forecasts revenue CAGR of 78% in 2026-28, driven by silicon photonics (SiPh) optical module shipment growth and the company expanding from scale-out into scale-up and scale-across markets. Goldman’s net profit forecasts for 2026 and 2027 are 25% and 42% above consensus, respectively. It expects gross margin to improve from 42% in 2025 to 50% in 2028 and projects net profit to post an 84% CAGR in 2026-28.
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