Trump: We will reach an agreement with China and everyone else.

Recently, the USA has been continuously negotiating with various parties regarding tariff issues, but has not yet announced a preliminary trade agreement with any of the countries. In response, Trump stated on the 17th that the US government "is not in a hurry" to announce agreements with specific countries.

CCTV4 "Today Asia"Apr 18 22:51

As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.

① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.

cls.cnApr 16 10:25

Bank of America Securities: Domestic software companies are less affected by tariffs, with a preference to "Buy" KINGSOFT and others.

Bank of America Securities released a Research Report stating that it maintains a "Buy" rating on KINGSOFT (03888), with the Target Price lowered from HKD 53 to HKD 52. The firm covers a total of 15 software and cloud companies with uneven performance in 2024 (including profit warnings or preliminary results), of which 4 exceeded expectations, 2 met expectations, and 9 fell below expectations. Generally, the companies with strong performance mainly engage in office software or public cloud business, such as KINGSOFT, Beijing Kingsoft Office Software, Inc (688111.SH), and Kingsoft Cloud (03896), benefiting from the increasing contribution of AI revenue; while the cybersecurity and real estate software sectors are projected to be affected in 2024.

Sina Hong Kong stocksApr 15 16:24

Major Bank Rating | Bank of America: Expects office software to maintain a steady growth momentum, prefers KINGSOFT, Chinasoft International, and KINGDEE INT'L.

On April 15, GELONGLINK reported that Bank of America Securities published a report covering a total of 15 software and cloud companies, with performance in 2024 varying significantly (including profit warnings or preliminary results). Among these, 4 exceeded expectations, 2 met expectations, and 9 fell short of expectations. Overall, companies with stronger performance mainly engage in office software or public cloud businesses, such as KINGSOFT, Beijing Kingsoft Office Software, Inc, and Kingsoft Cloud, benefiting from an increase in AI revenue contribution. However, demand in the cybersecurity and real estate software sectors is expected to weaken in 2024 due to soft IT budgets from downstream clients. Looking ahead, Bank of America Securities forecasts that office software will maintain robust growth momentum, benefiting from...

Gelonghui FinanceApr 15 14:20 · Ratings

According to "The Big Action", Bank of America Securities estimates that the impact of tariffs on mainland software companies is limited.

Merrill Lynch Securities released a report stating that their coverage of 15 software and cloud companies shows uneven performance in 2024 (including earnings warnings or preliminary performance), with 4 exceeding expectations, 2 meeting expectations, and 9 falling below expectations. Overall, companies with strong performance are mainly engaged in office software or public cloud Business, such as KINGSOFT (03888.HK), Beijing Kingsoft Office Software, Inc (688111.SH), and Kingsoft Cloud (03896.HK) (KC.IUS), benefiting from increased AI revenue contributions; however, demand in the cybersecurity and Real Estate software sectors is expected to decline in 2024 due to weak IT budgets from downstream customers.

AASTOCKSApr 15 12:22

Morgan Stanley has listed the stocks in each Sector of the MSCI Chinese Index that have had their earnings forecasts raised the most this year (table).

JPMorgan released a report on the Chinese market, listing the top five stocks in the MSCI Chinese Index with the highest upward revisions in earnings forecasts for the next twelve months (FTM, Forward Twelve Months) year-to-date (YTD) (negative changes are excluded): Stock │ Forecast Change in Earnings Per Share for the Next Twelve Months (FTM) (1) Communications Services CHINA RUYI (00136.HK) │ +24% KINGSOFT (03888.HK) │ +10% Tencent Music (TME.US) │ +10% Bilibili-W (09626.HK) │ +8%

AASTOCKSApr 15 11:49