【Company Research】Weichai Power-A (000338 CH) – Short-term earnings under pressure; Import substitution strategy to support long-term earnings |
【Company Research】Weichai Power - H (2338 HK) – Short-term earnings under pressure; Import substitution strategy to support long-term earnings |
【Company Research】Sinotruk (Hong Kong) (3808 HK) – Expect earnings downside following weak results in 2H21; D/G to HOLD |
【Company Research】PSBC (1658 HK) – FY21 review: results in line, remains low exposure on property development industry |
【Company Research】BYD Company (1211 HK) – Strong sales momentum, low assets efficiency |
【Fixed Income Research】HPDLF-Concerns on auditor change largely mitigated, maintain Buy on HPDLFs |
【Fixed Income Research】Ehouse - The Exchange |
【Sector Research】China CIS Sector – Can non-mobile CIS strength offset handset weakness? We remain cautiously optimistic |
【Company Research】China Meidong Auto (1268 HK) – Resilient amid tough macro after in-line FY21 |
【Company Research】Jinxin Fertility (1951 HK) – Strengthen leading positioning in ARS industry |