【Company Research】Yili Industrial (600887 CH) – 1Q22 in line; management guidance implies c.10% 2022E core revenue growth |
【Company Research】Zhejiang Dingli - A (603338 CH) – Solid earnings growth in 4Q21 & 1Q22; Historical low valuation offers buying opportunity |
【Company Research】GAC Group (2238 HK) – 1Q22 earnings beat on joint ventures |
【Company Research】BYD Electronics (285 HK) – Awaiting recovery in 2H22E; Maintain HOLD |
【Company Research】KWG (1813 HK) – How to repay US$900mn debt due in Sep? |
【Fixed Income Research】CHIGRA – muddling through, Hold on CHIGRA ’24 |
【Fixed Income Research】Zhongliang: Exchange and consent solicitation |
【Company Research】Goertek (002241 CH) – Strong VR momentum into 2H22E; Maintain BUY |
【Company Research】Tigermed (300347 CH) – Effectively mitigating the impact of COVID-19 outbreak |
【Company Research】Zhejiang Jingsheng (300316 CH) – High visibility with backlog covering >80% of revenue in 2022E-23E |