【Company Research】TME (TME US) – Soft social entertainment on epidemic |
【Sector Research】China Property Sector – Pandemic, Policy and Political bureau meeting |
【Fixed Income Research】JIAYUA – Case on the late payment of CP to be dropped soon |
【Company Research】Willsemi (603501 CH) – In-line FY21 results: Solid non-mobile CIS growth overshadowed by weak smartphone CIS |
【Company Research】Li Ning (2331 HK) – A resilient 1Q22 but we are prudent on 2Q22E |
【Company Research】BYD Electronics (285 HK) – 1Q22 profit warning; Headwinds to persist into 2Q22 |
【Sector Research】China Banking Sector – High provision banks will outperform |
【Company Research】Baidu (BIDU US) – Soft ads to linger in 2Q22E for epidemic |
【Company Research】Alibaba (BABA US) – Factoring in epidemic impact |
【Company Research】Anta Sports (2020 HK) – Factoring in a negative outlook for 2Q22E |