【Company Research】Botanee Biotech (300957 CH) – A niche play that sees growth from brand incubation and an unparalleled R&D franchise |
【Sector Research】China Financials Weekly – Manageable impact of Henan village banks’ incident |
【Fixed Income Research】GZRFPR: The consent solicitation and scheme |
【Company Research】Proya Cosmetics (603605 CH)– On track to synergize its R&D franchise, hero products and live-streaming distribution |
【Sector Research】China Cosmetics – The crown jewel of the consumption spectrum; initiate Botanee/ Proya/ Jahwa with Buy |
【Sector Research】China Property Sector – Three reasons to drive the rally |
【Fixed Income Research】Macau Gaming: Q&A after the final draft of gaming law amendment bill |
【Company Research】Wanye Enterprises (600641 CH) – Corp Day Takeaways: Positive outlook on ”1+N” product platform |
【Company Research】Hua Hong Semiconductor (1347 HK) – Corp Day Takeaways: Solid 2Q guidance; 12-inch capacity expansion on track |
【Company Research】Shennan Circuits (002916 CH) – Corp Day Takeaways: Company’s operation remains normal, little impact from COVID |