【Company Research】NetEase Inc. (NTES US) – Passion makes difference |
【Company Research】Alibaba (BABA US) – Prudent on CMR momentum |
【Company Research】NWS Holdings (659 HK) – Waiting for multiple catalysts |
【Sector Research】China Property Sector – Whole sector wins if Evergrande could survive |
【Fixed Income Research】China Property Developers 9M2021 Presales |
【Company Research】SANY International (631 HK) - Good crisis management to remove impact of power suspension; Solid coal mining equipment order intakes |
【Sector Research】China Banking Sector – Impact of developers’ default is manageable |
【Company Research】HUTCHMED (13 HK) – Promising clinical data presented at ESMO Conference |
【Fixed Income Research】GZRFPR – Capital commitment is even more positive |
【Company Research】CG Services (6098 HK) – Acquisition of Color life’s assets: execution complexity with Wanda |