| 【Fixed Income Research】CENCHI: Relationship with Henan government, not 1H22 results, should be the focus |
| 【Company Research】China Hongqiao (1378 HK) – A potential beneficiary of EU energy crisis |
| 【Company Research】Simcere Pharmaceutical (2096 HK) – Innovative drug sales hit record high |
| 【Company Research】Nayuki Holdings Limited (2150 HK) – Breakeven achieved with more flexible costing |
| 【Company Research】Jinxin Fertility (1951 HK) – Resilient business amid COVID pandemic |
| 【Company Research】China Meidong Auto (1268 HK) – Positive early signals from StarChase |
| 【Company Research】Greentown Service (2869 HK) – Core business stable, upgrade to Buy |
| 【Company Research】Tongda (698 HK) – 1H22 GPM beat; VR/AR/Auto to drive LT growth |
| 【Sector Research】China AI – U.S. is restricting advanced GPU sales to China |
| 【Company Research】Yili Industrial (600887 CH) – 2Q largely in line; and yet a revised 2H outlook prompts for an earnings cut |
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