【Sector Research】China Software & IT Services – Lockdowns add uncertainty to cloud recovery timeline |
【Sector Research】China Consumer Staples – 2021 results wrap-up; taking out Feihe from our top picks on soft 1H22 outlook |
【Company Research】GAC Group (2238 HK) – The worst appears to be over for local brands |
【Company Research】Xtep (1368 HK) – Prudent on 2Q22 but guidance maintained |
【Fixed Income Research】Power Construction Corp. of China New Issue |
【Company Research】Kintor Pharmaceutical (9939 HK) – Proxalutamide showed very promising efficacy signals in a Ph3 MRCT trial in COVID-19 outpatients |
【Fixed Income Research】INDYIJ – Solid FY2021 results; maintain Buy |
【Company Research】Great Wall Motor (2333 HK) – 1Q22 under pressure; less bumpy road ahead |
【Company Research】Vesync (2148 HK) – Higher development costs but better tariffs |
【Company Research】Venus Medtech (Hangzhou) Inc. (2500 HK) – Expanding global innovative product portfolio |