【Company Research】Haier Smart Home (6690 HK) – Still the outperformer in a tough market |
【Company Research】Mengniu (2319 HK) – Raw milk price remained a lingering drag to 2H21 GPM; 2022E guidance maintained |
【Sector Research】China Software & IT Services – Diverging property SaaS outlook |
【Company Research】Shengyi Technology (600183 CH) – Headwinds to persist into 1H22; Maintain HOLD |
【Fixed Income Research】COGARD - Prudently navigating through the storm |
【Company Research】I-Mab BioPharma (IMAB US) – Lemzoparlimab showed encouraging data on MDS |
【Company Research】Innovent Biologics (1801 HK) – Expanding portfolio of commercial products |
【Company Research】SANY International (631 HK) – Post-results and NDR takeaways: Expect a strong year in 2022E |
【Company Research】Nayuki Holdings Limited (2150 HK) – Looking forward to the digitalization in FY22E |
【Company Research】JS Global Lifestyle (1691 HK) – Uninspiring guidance and a cheap valuation |