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.

Goldman Sachs Portfolio: Goldman Sachs has identified a portfolio of high dividend yield and growth stocks from the Asia-Pacific excluding Japan (APxJ) region, focusing on the top 50 stocks with the highest expected dividend yields and positive growth over the next two years.

Hong Kong Stocks Listed: The report includes several Hong Kong stocks, such as C&D International Group, Bosideng, and Chow Tai Fook, along with their short selling data and price changes.

Market Trends: Morgan Stanley predicts that the downside in the Chinese real estate market will continue into 2026, with expectations of significant price drops in both first- and second-hand properties.

Short Selling Insights: The report provides insights into short selling activities for various Hong Kong stocks, indicating the level of market skepticism surrounding these companies.

JPMorgan's Top Pick: JPMorgan has identified WEICHAI POWER (02338.HK) as a top industrial sector pick for 2026, despite previous concerns over leadership changes following the retirement of founder Tan Xuguang.

Leadership Stability: The appointment of Wang Zhijian as chairman of Shandong Heavy is expected to ensure strategic continuity between WEICHAI POWER and SINOTRUK (03808.HK), alleviating investor concerns.

Market Demand: The report highlights strong demand for heavy trucks in China, particularly in the second half of the year, with expectations for increased sales of liquefied natural gas (LNG) trucks.

Rating and Target Price: WEICHAI POWER maintains an Overweight rating with a target price set at HKD31, indicating potential for re-rating in the market.

Daiwa's Stock Preferences: Daiwa has identified key preferred stocks in China's industrial and transportation sectors, showing optimism towards AI and automation stocks over transportation stocks.

Top Picks: WEICHAI POWER is highlighted as Daiwa's top pick for its AIDC power supply theme, while ZOOMLION is noted for its growth in non-excavator construction machinery.

AI-Related Recommendations: Companies such as DOBOT, UBTECH ROBOTICS, and GEEKPLUS-W are recommended under the AI-related theme, reflecting Daiwa's focus on automation technologies.

Cautious Outlook on Transportation: Daiwa maintains a cautious stance on heavy trucks, shipping rates, aviation, and the logistics sector, contrasting with its positive view on AI and automation.

UBS Target Price Increase: UBS has raised its target price for WEICHAI POWER from $18.5 to $27.8 and upgraded its rating from Neutral to Buy, reflecting improved earnings forecasts for 2026-2030.

Earnings Forecast Adjustment: The broker increased its earnings forecasts for WEICHAI POWER by 3-5% for 2026-2027 and 11-27% for 2028-2030, indicating higher revenue and earnings visibility due to new business ventures.

Daiwa's Positive Outlook: Daiwa has selected WEICHAI POWER as a top pick, anticipating sustained demand for heavy trucks, which supports the company's growth prospects.

Business Transformation Impact: WEICHAI POWER's business transformation is expected to significantly increase the contribution of power generation to net profit, rising from 17% this year to 44% by 2030, potentially mitigating risks from electric truck developments.