【Company Research】Alibaba (BABA US) – A recovery year ahead with more to expect |
【Company Research】Mobvista Inc. (1860 HK) – Looking into FY23E reacceleration |
CMBI Fixed Income: Seazen: Maturing IP portfolio is a key differentiator |
【公司研究】爱奇艺 (IQ US) – 2023投资日: 中台化生态优势凸显,打造匠心内容 |
【Company Research】JS Global Lifestyle (1691 HK) – No FY23E guidance but the risk-reward is there |
【Company Research】Tian Lun Gas (1600 HK) – Stay optimistic in 2023 |
【Company Research】Haier Smart Home (6690 HK) – A 4Q22 miss and a prudent FY23E guidance |
【Company Research】Haidilao (6862 HK) – Reopen and staff costs reform-led turnaround |
【Sector Research】China Property Service Sector – FY22 review: if and only if Binjiang Service |
【Company Research】Jinxin Fertility (1951 HK) – Expect post-pandemic business recovery |