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China's six largest state-owned banks recorded their first simultaneous rise in first-half revenue and net profit since 2022, according to interim results released last week, as margins that had been under pressure for two years showed tentative signs of stabilising. Industrial and Commercial Bank of China (ICBC), China Construction Bank (CCB), Agricultural Bank of China (ABC), Bank of China (BOC), Bank of Communications (Bocom) and Postal Savings Bank of China (PSBC) together generated more......

BOCOM International issued a report stating that ROBOSENSE (02498.HK)'s sales volume maintained strong growth in 2Q, but the decline in average selling price affected revenue growth, while profitability remained under short-term pressure. The broker lowered its TP to HKD32.1. However, considering the rising contribution from the......

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BOCOM International issued a report saying that POP MART (09992.HK)'s 1H results fell short of expectations, while overseas adjustments may take time. In 1H, the company recorded revenue of RMB17.17 billion, up 23.8% YoY. Adjusted net profit in 1H increased 9.5% YoY to RMB5.16 billion, slower than the revenue growth rate, while ......

BOCOM International released a report stating that SERES (09927.HK) saw concentrated pressure from model replacements in 2Q, while gross margin recovery will be the key focus in 2H. Revenue in 2Q was approximately RMB31.747 billion, down 26.6% YoY and up 23.3% QoQ, while net loss attributable to shareholders reached approximatel......

BOCOM International said LI NING (02331.HK)'s results for the first half were generally solid, but soft end-market demand prompted management to lower full-year guidance. In 1H26, the company recorded revenue of RMB15.24 billion, up 2.8% YoY. Net profit attributable to shareholders reached RMB1.82 billion, while net profit margi......

BOCOM International issued a report saying that HENGRUI PHARMA (01276.HK)'s existing business came under pressure in the first half, while innovative drugs maintained solid growth. The company's revenue for the first half fell 2% YoY to RMB15.46 billion, of which product sales rose 2%. Revenue from innovative drugs increased 16%......

BOCOM International said CHINA RES BEER (00291.HK)'s core beer business achieved steady development in 1H26, with premiumization continuing to advance, although the cost side faced headwinds. Revenue for the first half rose 1.2% YoY to RMB24.2 billion, of which beer business revenue increased 2.2% YoY, reflecting overall stable ......

BOCOM International issued a report stating that SMIC (00981.HK)'s 2Q results far exceeded expectations, with significant growth in average selling prices. Revenue reached USD3.01 billion, up 20% QoQ, far exceeding the upper end of guidance for 16% QoQ growth. Gross margin was 25.3%, up 5.2 ppts QoQ, also well above the upper en......

BOCOM International issued a report stating that POU SHENG INT'L (03813.HK)'s revenue for 1H26 fell 2.1% YoY to RMB8.96 billion. However, driven by inventory age optimization and discount control (offline direct-sales discounts improved by low-single-digit ppts YoY), gross profit margin increased 0.4 ppts YoY to 33.9%. Meanwhile......

CONTEMPORARY AMPEREX (300750.SZ)'s revenue in 2Q mounted 57% YoY to RMB147.78 billion, while battery shipments advanced 55% YoY to 232GWh, exceeding market expectations, BOCOM International said in a report. However, profit came under pressure, with gross margin falling 1.6 ppts QoQ to 23.2% during the period, mainly due to ......

BOCOM International issued a report covering LINK REIT (00823.HK), which announced on Tuesday (21st) the disposal of a 50% interest in the Grade A office tower at 100 Market Street in Sydney's central business district in Australia for a consideration of AUD225.875 million, with estimated net proceeds of approximately AUD222......

BANKCOMM (03328.HK) unveiled the Bank of Communications e-Regulation 2.0 Platform and the achievements of its joint innovation laboratory at the 2026 World Artificial Intelligence Conference (WAIC), and announced the joint establishment of an AI laboratory with Alibaba Cloud to cooperate on areas ranging from computing power to ......

BOCOM International said in a report that management of WUXI XDC (02268.HK) indicated that newly signed orders denominated in USD delivered outstanding performance in 1H25, mainly benefiting from strong downstream R&D demand and investment and financing enthusiasm in the XDC sector, particularly robust demand from overseas clien......

BOCOM International issued a report stating that POP MART (09992.HK)'s overall revenue in 1Q26 rose 75% to 80% YoY. Among which, the China market delivered strong performance with growth of 100% to 105% YoY, while overseas market growth slowed as expected. Considering factors such as rising raw material and transportation costs ......

WUXI XDC (02268.HK) opened flat today and peaked at HKD63.9. It is now trading at HKD63.7, up 8.89%, with turnover of 5.4163 million shares involving HKD338 million.BOCOM International issued a research report lowering its TP for WUXI XDC to HKD80, while maintaining its Buy rating and naming the company a top pick in the CXO sec......

BOCOM International said in a report that NCI (01336.HK) recorded premium income of RMB83.486 billion in 1Q26, NBV of RMB4.655 billion, and net profit attributable to shareholders of RMB6.501 billion, representing YoY growth of 14%, 24.7% and 10.5%, respectively. The broker believed that NCI delivered a steady start to its 2026 ......

BOCOM International said in a report that, benefiting from structurally sustained high demand for DRAM and NAND from AI data centers, the broker believes the duration and magnitude of elevated memory chip prices may further exceed its previous expectations. Based on the recent long-term contract disclosures by Micron Technology,......

BOCOM International issued a report stating that, on the basis of CITIC SEC (06030.HK)'s attributable net profit of RMB30.076 billion in 2025, up 38.6% YoY, the company continued to maintain strong profit growth in 1Q26, with quarterly profit exceeding RMB10 billion for the first time. Revenue from all business segments achieved......

BOCOM International issued a report stating that BIDU-SW (09888.HK)'s earnings inflection point is expected to emerge in 2H26, while awaiting reflection of near-term catalysts. The broker raised the US share TP of Baidu, Inc. (BIDU.US) to USD175 and maintained a Buy rating.The report noted that the deepening AI transformation ha......