| 【Sector Research】China Banking Sector – Banks’ asset quality remained stable in 2Q22; LPR cut in line with market expectations |
| 【Company Research】Kingdee (268 HK) – Cloud on track with improved earnings quality |
| 【Company Research】Jahwa (600315 CH) – 2Q miss; but the worst is likely behind us |
| 【Company Research】Shennan Circuits (002916 CH) – 3Q could be lower despite satisfactory 2Q results |
| 【Company Research】China Lilang (1234 HK) – Resilient given pandemic plus decent yield |
| 【Company Research】Kindly Medical (1501 HK) – Solid growth demonstrates a rapid recovery from COVID |
| 【Company Research】PA Good Doctor (1833 HK) – Early achievements of Strategy 2.0 |
| 【Company Research】Xiaomi (1810 HK) – Weak 2Q22 in-line; Expect seasonal demand recovery in 2H22E |
| 【Company Research】Yonyou (600588 CH) – Takes time to build the cloud platform |
| 【Sector Research】China Solar Power Sector – Was the massive sell-off justified? |
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