【公司研究】中升控股 (881 HK) – 规模优势显现,效率持续提升 |
【Company Research】Xiaomi (1810 HK) – Target global No.1 in 3 years; Reiterate BUY |
【Company Research】China Tower (788 HK) – 1H21 in-line; tower business remains slow |
【公司研究】奈雪的茶 (2150 HK) – 打造享负盛名的高端茶饮品牌 |
【公司研究】美团 (3690 HK) – 风物长宜放眼量 |
【Sector Research】China Construction Machinery / HDT – Favourable policy shift; Defensive growth amid volatile market; Upgrade SANY Heavy & Sinotruk |
【Company Research】Vanke - H (2202 HK) – Takeaway from July sales conference call |
【Fixed Income Research】GEMDAL New Issuance – We see FV at 5% - low 5% |
【公司研究】阿里巴巴 (BABA US) – 投资周期中力推多应用策略 |
【Company Research】Xinyi Solar (968 HK) – Accelerating capacity expansion in 2022 |