| 【Company Research】ClouDr (9955 HK) – Digitalizing the chronic condition management market in China |
| 【Sector Research】China Consumer Staples – A diverging 1H; mix upgrade and cost savings were keys to stay relevant |
| 【Company Research】NIO Inc. (NIO US) – Strongest 4Q22 sales volume among NEV trio |
| 【Fixed Income Research】MEITUA: Switch trade idea |
| 【Company Research】Haier Smart Home (6690 HK) – Solid guidance and edges despite headwinds |
| 【Company Research】GCL Technology (3800 HK) – NDR takeaways: On-track capacity growth & cost reduction |
| 【Company Research】Venus Medtech (2500 HK) – Shifted to profit oriented strategy |
| 【Sector Research】China Auto Sector – Aug NEV: All-time high sales for tier-2 brands |
| 【Fixed Income Research】CENCHI: Relationship with Henan government, not 1H22 results, should be the focus |
| 【Company Research】China Hongqiao (1378 HK) – A potential beneficiary of EU energy crisis |
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