| 【Sector Research】China Solar Power Equipment – Our take on the potential limitation on the export of solar wafer technology |
| 【Sector Research】China Consumer Sector – Strong recovery and sustainability during CNY |
| 【Sector Research】China Technology - 4Q22 global smartphone shipment down 18% YoY; Continue to prefer non-smartphone plays |
| 【Company Research】Yuexiu Transport (1052 HK) – Growth formula: Organic growth + Asset injection + Spin-off via Infrastructure REIT |
| 【Company Research】Q-Tech (1478 HK) – Weak 2H22 as expected; IoT/auto CCM poised to drive recovery in 2023 |
| 【Sector Research】China Property Sector – CNY: Crowded malls, pent-up buyers but overbuilt houses |
| 【Fixed Income Research】Fantasia: Facts and thoughts on debt restructuring |
| 【Company Research】Baidu (BIDU US) – Factoring into near-term pandemic impact but recovery is in sight |
| 【Sector Research】China Software & IT Services – Year of rabbit: still about localization |
| 【Sector Research】China Property Sector – Property+ Weekly: Can we expect post-CNY recovery? |
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