【Company Research】Xiaomi (1810 HK) – Corp Day Takeaways: Eyes on product launches and recovery in 2H22E |
【Company Research】Tongda Group (698 HK) – Corp Day Takeaways: Near-term pressure remains; non-handset to drive growth in FY23E |
【Company Research】Q Technology (1478 HK) - Corp Day Takeaways: Headwinds remain, Auto/IoT the brighter spot |
【Company Research】Tongda Group (698 HK) - Corp Day Takeaways: Near-term pressure remains; non-handset to drive growth in FY23E |
【Sector Research】China Financials Weekly – ST loan and special bond drive TSF beat; P&C momentum rebounded |
【Fixed Income Research】MOLAND - Proposed debt restructuring is a done deal |
【Company Research】Nayuki Holdings Limited (2150 HK) – Factoring in drags and looking for turnaround |
【Company Research】NIO Inc. (NIO US) - 1Q22 slight miss; 2Q guidance implies strong 3Q |
【Company Research】Bilibili (BILI US) - Better margin and ads recovery ahead |
【Company Research】Huitongda Network (9878 HK) - An ecommerce boutique surfing on lower-tier retail digitalization |