【Fixed Income Research】CHFOTN: Thoughts on the debt restructuring plan |
【Company Research】Yue Xiu REITs (405 HK) – Market-oriented expansion is the key |
【Company Research】Xuan Wu Cloud (2392 HK) – Leading intelligent CRM service provider |
【Company Research】Tian Lun Gas (1600 HK) – Expect 2H22 result to improve, yet maintain a prudent outlook |
【Company Research】Tsingtao Brewery (168 HK) – A potentially strong 3Q, when our channel checks indicated low-teen sales growth for Jul-Sep |
【Company Research】China Feihe (6186 HK) – Completion of channel restructuring continues to drive a steady 2H recovery |
【Fixed Income Research】Chinese AMCs: Another reality check |
【Company Research】Yancoal Australia (3668 HK) – Scarcity value yet to be explored; Resume coverage with BUY |
【Sector Research】China Auto Sector – What we worried earlier is partially priced in now |
【Sector Research】China Financials Weekly – CPIC agency FYP growth picked up in Jul-Aug |