【Sector Research】China Software & IT Services – China IaaS + PaaS growth slowed further in 3Q22 |
【Company Research】Kuaishou (1024 HK) – Share gain intact with enhanced ecosystem |
【Sector Research】China Internet Sector – E-commerce: consistent recovery takes time |
【Sector Research】China Internet– Social entertainment 3Q22 preview: remains under pressure |
【Company Research】Onewo (2602 HK) – Why market underpriced and over-concerned about Onewo? |
【行业研究】中国互联网行业 – 3Q22前瞻:短期复苏仍显崎岖 |
【Company Research】Yum China (9987 HK) – 2022 Consumer corporate day takeaways |
【Company Research】China Internet Sector – 3Q22 preview: near term bumpy recovery |
【Company Research】Innolight (300308 CH) – Solid 3Q results; Cloud capex may moderate in 2023E after record spending |
【Company Research】Xiaomi (1810 HK) – 3Q22 preview: a soft quarter but expect QoQ recovery in 4Q22 |