【Company Research】CTGDF (601888 CH) – 1Q22 below market although GPM rebounded on strong 2M22 momentum; keep Hold on fluid COVID situation |
【Sector Research】China Financials Weekly – Deposit rate cuts to support NIM |
【Sector Research】China Property/PM Sector – If we could build mansions to put smiles on faces of all in need |
【行业研究】中国代建行业 – 所见缘何不同于主流? |
【Company Research】Jinxin Fertility (1951 HK) – Acquisition of two IVF hospitals to enhance ARS network in southwest China |
【Company Research】Great Wall Motor (2333 HK) – 1Q22 earnings beat on vehicle upscaling |
【Company Research】SANY Heavy Industry (600031 CH) – 2021 results: Big miss on a surprising net loss in 4Q21; Yet to see meaningful recovery in the near term |
【Company Research】Far East Horizon Limited (3360 HK) – 1Q22 review: Stable and sound development under the “finance + industry” strategy |
【Sector Research】China Consumer Staples – Valuations at 5-year low; a silver-lining to the current uncertainty sell-off? |
【Company Research】Joinn Laboratories (6127 HK) – China-based DSA leader with global vision |