【行业研究】房产税试点范围大于市场预期 |
【Company Research】ZTE (763 HK) – Expect future share gain under similar 5G capex plan |
【Company Research】Ever Sunshine (1995 HK) - Likely large acquisition deal underway to boost earnings |
【Company Research】Tigermed (300347 CH) – Impressive backlog growth momentum and enhancing global competence |
【Sector Research】China Property Sector – Our take on the imminent property tax |
【Company Research】Kuaishou (1024 HK) – 3Q21E on track, with attractive valuation |
【Sector Research】China Construction Machinery & HDT – China Local Government Bond Tracker |
【Company Research】Hikvision (002415 CH) – Resilient 3Q21 with high inventory buffer |
【Company Research】Far East Horizon Limited (3360 HK) – Resume coverage; 3Q21 NIM expansion and improving asset quality |
【Fixed Income Research】RSMACA – Equity placement is credit positive and shows on track fundraising progress |