Nomura's Asia-Pacific Strategy Report: Nomura released a report recommending various stocks in the Asia-Pacific region, highlighting notable companies like Tencent, Baidu, and AIA, along with their short selling data and ratios.

Daiwa's Top Picks: Daiwa also published a report featuring its top stock picks in the H- and A-share markets, including Tencent, Alibaba, and Midea Group, with accompanying short selling statistics.

Market Performance: The reports indicate mixed performance among the recommended stocks, with some experiencing declines and varying levels of short selling activity.

Citi's E-commerce Outlook: Citi anticipates that a new trade-in policy will positively impact Chinese e-commerce platforms, helping to mitigate the effects of a high base in the first half of 2026.

Nike's 2FQ26 Results Impact: Nike's recent financial results negatively affected SHENZHOU INTL's performance, leading to a decline in its share price.

Morgan Stanley's Analysis: Despite the negative impact, Morgan Stanley suggests that the market may have overlooked positive signals for SHENZHOU INTL, which derives over 75% of its sales from markets outside China.

Citi's Sales Growth Prediction: Citi forecasts that SHENZHOU INTL will achieve high single-digit sales growth in the coming year, indicating potential for recovery.

Investment Recommendation: Following the decline in SHENZHOU INTL's share price, Morgan Stanley has rated the stock as Overweight with a target price of $72, suggesting it may be a good time to invest.

Nike's Sales Outlook: Citi's report indicates that Nike's management anticipates a low single-digit decline in 3FQ sales, which could negatively impact its ODM suppliers like Shenzhou International.

Shenzhou International's Market Potential: Despite Nike's cautious outlook, Citi is optimistic about Shenzhou International's potential to grow its market share in new product areas such as running, golf, and basketball jerseys.

Future Sales Projections: Citi forecasts that Shenzhou International's sales orders from Nike will remain flat in 2026, with potential for high single-digit sales growth due to strong visibility from top customers.

Investment Opportunity: If Shenzhou International's stock price declines due to Nike's outlook, it may present a buying opportunity, with Citi rating the stock as a Buy and setting a target price of HKD94.

Market Performance: The Hang Seng Index (HSI) rose by 165 points (0.6%) to 25,663, while the Hang Seng Tech Index (HSTI) and the Hang Seng China Enterprises Index (HSCEI) also saw gains of 61 points (1.1%) and 44 points (0.5%) respectively.

Active Heavyweights: Notable stocks included Meituan (+2.3%), Tencent (+1.2%), Alibaba (+0.8%), and Ping An (+0.2%), with significant short selling activity reported across these companies.

Top Gainers and Losers: Wuxi Bio and XPeng were among the top gainers, rising 6.5% and 5.7% respectively, while Shenzhou International saw a decline of 3.9%.

New Highs: Several stocks, including HSBC Holdings and Tanwan, reached new highs, indicating positive market sentiment and investor interest in these companies.

Market Performance: The Hang Seng Index (HSI) rose by 149 points (0.6%) to close at 26,085, while the Hang Seng Tech Index (HSTI) and the Hang Seng China Enterprises Index (HSCEI) also saw gains, closing at 5,662 and 9,198 respectively, with a total market turnover of $210.47 billion.

Active Heavyweights: Notable stock movements included PING AN (+6.7%), XIAOMI (+1.9%), and MEITUAN (+1%), while TENCENT experienced a slight decline of 0.3%.

HSI & HSCEI Constituents: Key performers included CHINA LIFE (+5.5%), BIDU-SW (+5%), and HANSOH PHARMA (+3.7%), while SHENZHOU INTL saw a significant drop of 3.4%.

HSMI & HSSI Constituents: HAICHANG HLDG faced a sharp decline of 17.5%, and RIMAG GROUP dropped by 13.7%, whereas SINOTRUK gained 3.5%, reaching a new high.