【Company Research】Kintor Pharmaceutical (9939 HK) – Proxalutamide expects to deliver differentiated clinical results compared with molnupiravir |
【Company Research】TME (TME US) – Subs intact despite soft ads and social |
【行业研究】中国新能源汽车行业 – 缺芯低点已过,四季度产销两旺可期 |
【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 |