【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 |
【Company Research】Glodon (002410 CH) – Reset expectation |
【Sector Research】China CRO/CDMO sector – China CDMO players to play a vital role in global market |
【Sector Research】China Auto Sector – January auto sales on track, NEV beat |
【Company Research】Bosideng (3998 HK) – The negatives should have been priced in |
【Company Research】CG Service (6098 HK) – Potential acquisition of Zhongliang’s PM may not be so positive |
【Company Research】Shennan Circuits (002916 CH) – Substrate demand remains strong in 2022 |
【Company Research】Innovent Biologics (1801 HK) – Temporary setback paves the way for future success |
【Fixed Income Research】Chinese properties - from (A)MCs to (Z)henro |