【Company Research】S-Enjoy Service (1755 HK) – Heavy bond investment loss led to governance concern |
【Company Research】SenseTime (20 HK) – Focus on AIaaS plan in FY22 |
【Company Research】Meituan (3690 HK) – Prioritizing high-quality growth |
【Company Research】NIO Inc. (NIO US) Capacity laid out for new model acceleration |
【Company Research】CR Beer (291 HK) – 2H21 results in-line; premiumization progress on track |
【Company Research】Kingsoft Cloud (KC US) – Bottoming out |
【Fixed Income Research】BTSDF: Gradual deleveraging will be achievable; Buy on good relative value |
【Fixed Income Research】CIFIHG - An outperformer despite weaker FY21 results |
【Company Research】TME (TME US) – Challenges into 2022 |
【Company Research】Jiumaojiu (9922 HK) – A resilient Tai Er and an uprising Song Hot Pot |