【Company Research】Greentown Management (9979 HK) – 1H22 results: structure change is the key |
【Company Research】Budweiser APAC (1876 HK) – 2Q results largely in line; solid premiumization efforts mitigated volume headwind |
【Company Research】WuXi AppTec (603259 CH) – Growth momentum to accelerate in 2H22E |
【Company Research】Yum China (9987 HK) – Turnaround shall begin despite costs pressure |
【Company Research】China Feihe (6186 HK) – 1H softer than expected; a lower 2022E despite a sequentially better 2H |
【Company Research】Productive Technologies (650 HK) – Takeaways: Another SPE rising star in the Chinese market |
【Sector Research】China Property Sector – If solving TSP could help them |
【Fixed Income Research】CSCHCN - A more convincing restructuring plan with a clearer roadmap |
【行业研究】日常消费板块 – 商超渠道调研情况梳理与投资观点 |
【Company Research】Kuaishou (1024 HK) – Stronger DAU and ecommerce ahead |