【Company Research】Zhejiang Jingsheng (300316 CH) – Acquisition to help tap into solar cell equipment |
【Company Research】Kuaishou (1024 HK) – Mixed 2Q21 with competition & margin pressure |
【Company Research】Prada (1913 HK) – Turnaround confirmed after the strong beat |
【Company Research】Yum China (9987 HK) – Robust Pizza Hut and accelerated expansion |
【Sector Research】China Property Sector – Better wait until 4Q to position the sector |
【Company Research】Jiumaojiu (9922 HK) – Profit inline despite drags from mini outbreak |
【Fixed Income Research】ZHLGHD - Prepared for the upcoming maturities |
【Fixed Income Research】SUNSHI - Relative slower sales is mitigated by vigilant land investment |
【Company Research】Venus Medtech (Hangzhou) Inc. (2500 HK) – Strong growth momentum in 1H21 |
【Fixed Income Research】EVERRE/TIANHL - Cancellation of special dividend proposal is credit negative |