【Company Research】Alibaba (BABA US) – Challenges yet over |
【Company Research】Chinasoft (354 HK) – Huawei worsening balance sheet adds uncertainty |
【Company Research】CR Beer (291 HK) – 4Q likely in line with on track premiumization progress; our sector top pick |
【Sector Research】China Property Sector – Mildly positive if M&A debt is excluded in “Three red line” calculation |
【Sector Research】China RF front-end market – RFFE: Ubiquitous Connectivity Opens Up Immense Wireless Opportunity; Initiate BUY on Maxscend |
【Company Research】CR Mixc Lifestyle (1209 HK) – Implication of acquiring Yuzhou’s residential PM on MixC and the property sector |
【Sector Research】China Property Service Sector – Trading idea: Buy Vanke’s Onewo via proxy |
【Fixed Income Research】INDYIJ – Short-lived impact from Indonesia export ban on coal |
【Company Research】Sunac Services (1516 HK) – Our read on its termination of first service acquisition and latest operation update |
【Fixed Income Research】Asia High Yield Corps Outlook 2022 |