【行业研究】CAR-T细胞治疗行业 – 血液瘤突破早线治疗,期待实体瘤突破和商业化腾飞 |
【Company Research】Luxshare (002475 CH) – Reiterate BUY on stronger 2H22 growth; Recent correction is overdone |
【Fixed Income Research】Macau gaming: Meaningful policy relaxations to double visitation |
【Fixed Income Research】CHFOTN: Thoughts on the debt restructuring plan |
【Company Research】Yue Xiu REITs (405 HK) – Market-oriented expansion is the key |
【Company Research】Xuan Wu Cloud (2392 HK) – Leading intelligent CRM service provider |
【Company Research】Tian Lun Gas (1600 HK) – Expect 2H22 result to improve, yet maintain a prudent outlook |
【Company Research】Tsingtao Brewery (168 HK) – A potentially strong 3Q, when our channel checks indicated low-teen sales growth for Jul-Sep |
【Company Research】China Feihe (6186 HK) – Completion of channel restructuring continues to drive a steady 2H recovery |
【Fixed Income Research】Chinese AMCs: Another reality check |