MACRO DATA IMPACTING ASIA Aug 24 - 28


28 Aug

MACRO DATA IMPACTING ASIA  Aug 24 - 28

Resurgence of Covid in Asia and deteriorating relations between US and China overhang the markets. HK earnings continue in earnest; with Chinese Banks and Airlines in focus at the end of the week.

US Housing Data, GDP, Durable Goods, Initial Claims, Personal Income & Spendin, PCE data and Michigan Final Data plus Jackson Hole in focus.

China Industrial Profits long with deliberations over the new 5 year plan. Japan Tokyo CPI, S Korea BoK interest rate decision and Confidence data. Taiwan Retail Sales and Unemployment

Eurozone Consumer Confidence and Sentiment data, German GDP and Ifo data, France GDP, Inflation and confidence data.



Monday 24 August
Hong Kong Earnings include Yuexiu Property (123.HK), Guangdong Land (124.HK), Tingyi (Cayman Islands) (322.HK), Qingdao (499.HK), China Overseas Land & Investment (688.HK), i-CABLE (1097.HK), China Modern Dairy (1117.HK), Harbin Electric (1133.HK), AAC Tech (2018.HK), West China Cement (2233.HK), Guangzhou R&F Properties (2777.HK), CITIC Securities (6030.HK)

JAPAN No data due
S KOREA No data due
TAIWAN Industrial Production, Retail Sales, Unemployment Rate, M2 Money Supply
CHINA No data due
HONG KONG No data due
EUROZONE No data due
GERMANY No data due
FRANCE No data due
UK No data due
USA Chicago Fed National Activity Index


Tuesday 25 August
Hong Kong Earnings include Regal Hotels (78 HK), Kunlun Energy (135 HK), Shenzhen Int (152 HK), IDT Int (167 HK), Daphne (210 HK), Glorious Sun (393 HK), China Foods (506 HK), Shimao Group (813 HK), Guangzhou Baiyunshan Pharmaceutical (874 HK), China Taiping Insurance (966 HK), Chongqing Iron & Steel (1053), TCL Electronics (1070 HK), Goodbaby (1086 HK), CGN Mining (1193 HK), China Resources Gas (1193 HK), New China Life Insurance (1336 HK), Best Food Holding (1488 HK), Livzon Pharmaceutical (1513 HK), Yihai International (1579 HK), COFCO Meat (1610 HK), China Datang Corporation Renewable Power (1798 HK), Zhaojin Mining (1818 HK), Sunac China (1918 HK), SIM Tech (2000 HK), SSY Group Ltd. (2005 HK), Country Garden (2007 HK), ANTA Sports (2020 HK), Shanghai Fosun Pharmaceutical (2196 HK), Wison Engineering Services (2236 HK), Dawnrays Pharmaceutical (2348 HK) Jutal Offshore Oil Services (3303.HK), China Yongda Automobiles (3669 HK), China Harmony New Energy Auto (3836 HK).

JAPAN No data due
S KOREA Consumer Confidence
TAIWAN No data due
CHINA No data due
HONG KONG No data due
EUROZONE No data due
GERMANY GDP Growth Rate, Ifo data (Business Climate, Current Conditions, Expectations)
FRANCE No data due
UK CBI Distributive Trades
USA Redbook, Case-Shiller Home Price, House Price Index, New Home Sales, Consumer Confidence, Richmond Fed Manufacturing Index, API Crude Oil Stocks.

Wednesday 26 August
Hong Kong Earnings
include Sino Land (83 HK), Tsim Sha Tsui Properties Ltd. (247.HK), Shui On Land (272.HK), Maanshan Iron & Steel (323.HK), Sinopec Shanghai Petrochemical (338 HK), Dah Sing Financial Holdings (440 HK), TVB (511 HK), Ajisen (China) (538 HK), China Communications Services Corporation (552 HK), Shandong Molong Petroleum Machinery (568 HK), Zhejiang Expressway (576 HK), Beijing North Star (588 HK), Maoye International (848 HK), Petrochina (857 HK), Digital China (861 HK), Longfor (960 HK), CSPC Pharmaceutical (1093), China Resources (1109 HK), Qingling Motors (1122), Sino Hotels (1221 HK), Yashilli (1230 HK), Razor (1337 HK), Meitu (1357 HK), Xiaomi Corporation (1810 HK), Yantai North Andre Juice (2218 HK), China Mengniu (2319 HK), Dah Sing Banking (2356 HK), Coolpad (2369 HK), China Life Ins (2628 HK), Chongqing Machinery & Electric (2722 HK), China Oilfield Services (2883 HK), Golden Eagle Retail Group (3308 HK), Lonking (3339 HK), Chongqing Rural Commercial Bank (3618 HK), Zhuzhou CRRC Times Electric (3898 HK), ZhongAn Online P & C Insurance (6060 HK), Everbright Securities Company (6178 HK).

JAPAN Final Coincident Index and Leading Economic Index
S KOREA Business Confidence
TAIWAN No data due
CHINA No data due
HONG KONG Balance of Trade, Exports, Imports
EUROZONE No data due
GERMANY No data due
FRANCE Consumer Confidence, Unemployment Benefit Claims, Jobseekers Total
UK No data due
USA MBA Mortgage Applications & 30 year Mortgage Rates, Durable Goods Order Data, EIA Oil Report.


Thursday 27 August
Hong Kong Earnings 
include First Tractor (38 HK), Great Eagle (41 HK), Sichuan Expressway (107 HK), Cinda Int (111 HK), First Pacific (142 HK), China Everbright (165 HK), Minmetals (230 HK), Shun Tak (242 HK), Sino Golf (361 HK), Boyaa Interactive (434 HK), Lansen Pharmaceutical (503 HK), Guangshen Railway (525 HK), Samson (531 HK), Nanjing Panda Electronic (553 HK), China Oil And Gas (603 HK), Kerry Logistics (636 HK), Fosun Int (656 HK), TravelSky Tech (696 HK), Singamas Container (716 HK), Global Bio-chem (809 HK), Dynasty Fine Wines (828 HK), CIFI (884 HK), Emperor Watch (887 HK), Lees Pharma (950 HK), Shaw Brothers (953 HK), SMIC (981 HK), AEON Stores (984 HK), China CITIC Bank (998 HK), Dongfang Electric (1072 HK), COSCO Shipping (1199 HK), China LotSynergy (1371 HK), Bank of Tianjin (1578 HK), Kaisa Group (1638 HK), Tong Ren Tang Technologies (1666 HK), Macau Legend (1680 HK), Shandong Gold Mining (1787 HK), KWG (1813 HK), China New Higher Education (2001 HK), Best Pacific International (2111 HK), Luye Pharma (2186 HK), China Vanke (2202 HK), Ping An Insurance (Group) (2318 HK), Weichai Power (2338 HK), China Power INt (2380 HK), Chalco (2600 HK), Shanghai Pharmaceuticals (2607 HK), Win Hanverky (3322 HK), Legend (3396 HK), Greentown (3900 HK), NagaCorp (3918 HK), Inner Mongolia Yitai Coal (3948 HK), Greentown Management (9979 HK).

JAPAN Foreign Bond and Stock Investments, All Industry Activity Index
S KOREA BoK Interest Rate Decision
TAIWAN Consumer Confidence
CHINA Industrial Profits
HONG KONG No data due
EUROZONE Loans to Households and Companies, M3 Money Supply
GERMANY No data due
FRANCE Business Confidence, Business Climate Indicator
UK Car Production
USA GDP Growth Rate, GDP Price Index, Corporate Profits, Initial Claims and 4 week average, PCE Prices, Core PCE Prices, Pending Home Sales, EIA Natural Gas Report, Kansas Fed Manufacturing Index, Jackson Hole Economic Policy Symposium


Friday 28 August
Hong Kong Earnings
include Far East Holdings (36 HK), Shangri La (69 HK), Poly Property (119 HK), China Merchants Port (144 HK), Kingboard Holdings Limited (148 HK), Tsingtao Brewery (168 HK), Jiangsu Expressway (177 HK), Melco (200 HK), Ping An Securities Group (231 HK), AVIC (232 HK), CITIC (267 HK), BYD Electronic (285 HK), Wing On (289 HK), China Travel (308 HK), Angang Steel (347 HK), Jiangxi Copper (358 HK), Wing Tai Property (369 HK), Sinopec (386 HK), China Railway (390 HK), Minth (425 HK), Dongfeng Motor (489 HK), bonjour (653 HK), China High Speed Transmission (658 HK), China Eastern Airlines (670 HK), Genting (678 HK), CAR (699 HK), Truly (732 HK), Air China (753 HK), Solargiga Energy (757 HK), ZTE (763 HK), China Rare Earth (769 HK), Global Brands (787 HK), Mingfa (846 HK), China Construction Bank (939 HK), Lianhua Supermarket (980 HK), Datang Int (991 HK), Anhui Expressway (995 HK), C Banner (1028 HK), China Southern Airlines (1055 HK), China Shenhua (1088 HK), Chong Hing Bank (1111 HK), Yanzhou Coal (1171 HK), Sino Biopharm (1177 HK), China Railway Construction Corporation (1186 HK), Midland (1200 HK), BYD (1211 HK), Agricultural Bank of China (1288 HK), Xtep (1368 HK), Industrial and Commercial Bank of China (1398 HK), Postal Savings Bank of China (1658 HK), CGN New Energy (1811 HK), China Coal Energy (1898 HK), COSCO Shipping (1919 HK), Bank of Chongqing (1963 HK), China Minsheng Banking (1988 HK), Cosmo Lady (2298 HK), Great Wall Motor (2333 HK), China Shineway Pharmaceutical (2877 HK), China National Building Material (3323 HK), Bank of Communications (3328 HK), Anton Oilfield (3337 HK), Waison (3393 HK), GCL-Poly Energy (3800 HK), SinoTruk (3808 HK), China Merchant Bank (3968 HK), China Railway Signal & Communication Corporation (3969 HK), China Molybdenum (3992 HK), Haitong Securities (6837 HK), China Galaxy Sec (6881 HK)

JAPAN Tokyo Core CPI and Tokyo CPI
S KOREA No data due
TAIWAN No data due
CHINA No data due
HONG KONG No data due
EUROZONE Consumer Confidence, Sentiment (Economic, Industrial and Services) Consumer Inflation Expectations
GERMANY GfK Consumer Confidence, Import Prices
FRANCE GDP Growth Rate, Inflation Rate, Household Consumption, PPI
UK No data due
USA Personal Income and Spending, PCE Price Index, Goods Trade Balance, Wholesale Inventories, Core PCE Price Index, Chicago PMI, University of Michigan Final Data (Consumer Expectations, 5 year Inflation Expectations, Consumer Sentiment, Inflation Expectations, Current Conditions), Jackson Hole Economic Policy Symposium, Baker Hughes Total Oil Rig Count

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