| 【Sector Research】China Technology - China smartphone: no signs of recovery in 4Q22E; too early to bottom fish |
| 【Company Research】Hutchmed (13 HK) – Fruquintinib to unlock the global potential in mCRC indication |
| 【Company Research】Airdoc Technology (2251 HK) – Expect recovery from 2H22 |
| 【Sector Research】China AI – U.S. may broaden AI chips export restrictions |
| 【Company Research】I-Mab BioPharma (IMAB US) – Ph2 data of lemzoparlimab (CD47) in 1L MDS released |
| 【Fixed Income Research】HPDLF: Repayment track records count |
| 【Company Research】JNBY Design (3306 HK) – Dividend play with long-term growth potential |
| 【Company Research】Sunny Optical (2382 HK) – Soft HLS/HCM in Aug; Still awaiting turning point |
| 【Company Research】Bilibili (BILI US) – Short-term pressure from macro uncertainty |
| 【Sector Research】China Technology Sector- Apple Launch Event: new iPhone 14/Airpods/Watch inline; No price hike is the major surprise |
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