【Company Research】Alibaba (BABA US) – New initiatives net loss to narrow |
【Company Research】Budweiser APAC (1876 HK) – 4Q beats and prompts further earnings upgrade |
【Sector Research】China Software & IT Services – Positive cloud outlook despite Russia-Ukraine crisis |
【Sector Research】China Banking Sector – 4Q21 Quarterly Review |
【Company Research】Maxscend (300782 CH) – Mixed results for 2021; New products and filter production are in focus for 2022 |
【Company Research】Razer (1337 HK) – Proposed privatization update |
【Sector Research】China Catering Sector – Government policy loosening continues |
【Sector Research】China Financials Weekly – Strong P&C momentum in Jan |
【Sector Research】China Consumer Staples – Expert call takeaways and CNY wrap-up - baijiu, beer and dairy sales stood out |
【Company Research】Zhejiang Dingli - A (603338 CH) – Higher-than-expected anti-dumping duties but overhang largely removed |