【Sector Research】China Software & IT Services – Property weakness may slow digitalization pace |
【Company Research】Meituan (3690 HK) – Looking beyond 3Q21E epidemic impact |
【Sector Research】China Construction Machinery & HDT – 3Q21E earnings preview: Expect 24-44% YoY earnings decline |
【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 |