【Company Research】BOE Varitronix (710 HK) – NDR Takeaways: Chengdu auto display capacity ramp-up on track; auto intelligence to drive growth |
【Sector Research】China Project Management Sector – Prefer defensive Greentown Mgmt. over demotivated CCM |
【Fixed Income Research】DALWAN: The first "proper" book-built deal of Chinese HY properties since Sep'21 |
【Company Research】Alibaba (BABA US) – Looking beyond short-term pandemic impact |
【Sector Research】China Construction Machinery – Prefer AWP to excavator in the near term |
【Company Research】Chinasoft (354 HK) – Benefiting from localization trend with KaihongOS |
【Company Research】Anta Sports (2020 HK) – Turnaround is in sight in 2Q23E |
【Company Research】Sunny Optical (2382 HK) – Shipment weakness likely to persist into 1Q23E; Maintain HOLD |
【Company Research】Vesync (2148 HK) – Some brands may turn around faster than the industry |
【公司研究】三一国际 (631 HK) – 进军新能源装备板块,订下进取的收入目标 |