【Company Research】Innovent Biologics (1801 HK) – Strategic cooperation with Sanofi to strengthen presence in oncology |
【Company Research】Alibaba (BABA US) – China ecommerce to bottom out |
【Fixed Income Research】SJMHOLs: Relaxed quarantine policy and shareholder's support |
【Sector Research】China Software & IT Services – A mixed outlook for China cloud amid rising China-US tension |
【Company Research】Xiaomi (1810 HK) – 2Q22 preview: a slow quarter but mostly priced in |
【Company Research】Hutchmed (13 HK) – On track ramp-up of commercial products |
【Fixed Income Research】SJMHOLs: Shareholder's support provides much- needed financial flexibility |
【行业研究】实地调研专题系列之二 – 食品饮料经销商渠道调研情况梳理与投资观点 |
【Sector Research】China Auto Sector – Jul NEV sales: NEV trio miss, Zeekr, Neta beat |
【Company Research】Yum China (9987 HK) – A strong beat as inflation remains controllable |