| 【Sector Research】China Financials Weekly – Exposure to mortgage boycotts manageable at current stage, waiting for top-down solution |
| 【Sector Research】China Property Sector – NBS Jun data missed; 3Q will be even tougher |
| 【Sector Research】China Technology Sector - Implications of TSMC and Largan 2Q22 results |
| 【Company Research】Chinasoft (354 HK) - Shenzhen to provide subsidies in building Harmony/ Euler ecosystem |
| 【Company Research】Sunny Optical (2382 HK) - 1H22 profit warning worse than expected; 3Q destocking a major overhang |
| 【Fixed Income Research】China AMCs – Opportunities after the collateral damage |
| 【Company Research】Xtep (1368 HK) – A resilient 2Q22 and FY22E guidance upheld |
| 【Company Research】Maxscend (300782 CH) – 1H22 profit alert: weak 2Q market dragged performance |
| 【Sector Research】China Property Sector – Banks may have to bail out some troubled projects |
| 【Company Research】Innolight (300308 CH) – Data center demand to remain resilient in 2H22 |
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