【Company Research】Yunkang Group (2325 HK) – Strong growth driven by continued expansion of medical institution alliance network |
【Sector Research】China Technology Sector- Implications of SMIC/Hua Hong 2Q22 results and recent US semi restrictions |
【Company Research】Hikvision (002415 CH) – On the right track of recovery |
【Company Research】Bosideng (3998 HK) – Our view on three major investors’ concerns |
【Sector Research】China Insurance – 1H22 results preview |
【Company Research】S.C New Energy Technology (300724 CH) – Weakness in 2Q profit one-off in nature; Focus on TOPCon & Perovskite solar cell equipment growth |
【Company Research】FIT Hon Teng (6088 HK) – Strong 1H22 in-line; Positive outlook on “3+3 strategy" |
【Company Research】CTGDF (601888 CH) – Lockdown in Sanya likely represents yet another entry opportunity |
【Company Research】Q Technology (1478 HK) – 1H22 in-line with profit warning; positive on Auto/IoT expansion |
【Company Research】BeiGene (BGNE US) – Strong sales continued in 2Q22 |