【Company Research】ZTO Express (ZTO US) – Upbeat guidance on profitable growth in 2022E; raising earnings forecast and TP |
【Company Research】ZTO Express (2057 HK) – Upbeat guidance on profitable growth in 2022E; raising earnings forecast and TP |
【Fixed Income Research】HRINTH – Capital injection realizes, Neutral post rally |
【Fixed Income Research】AGILE – EBs issue strengthened liquidity |
【Company Research】Bilibili (BILI US) – Mixed 3Q21, with stepping-up content investment |
【Company Research】NetEase Inc. (NTES US) – More bullish on 4Q21E & FY22E outlook |
【Company Research】GDS (GDS US) – Power price hike, slower move-in weighed on 3Q21 |
【Company Research】Ming Yuan Cloud (909 HK) – Property policy bottomed but sales data still weak |
【Sector Research】China Internet Sector – Ecommerce growth stabilization in line |
【公司研究】波司登 (3998 HK) – 双11全渠道和财年至今电商销售增长相当突出 |