【Sector Research】China Property Sector – Bumpy road ahead despite better-than-feared 2M22 data |
【Sector Research】China CRO/CDMO sector – Revenue growth accelerated in 1Q22 and valuation at historical-low |
【Sector Research】China Auto Sector – February retail miss; NEV beat; outlook mixed |
【Company Research】Baozun (BZUN US) – Factoring lingering headwinds and soft macro |
【Sector Research】China Insurance Sector – FY21 results preview |
【Company Research】Chinasoft (354 HK) – Business outlook read-through from iSoftStone |
【Fixed Income Research】CIFIHG - Ping An Bank casted a vote of confidence |
【Company Research】Willsemi (603501 CH) – FY21 revenue in line; Growth story stays intact |
【Company Research】Sunny Optical (2382 HK) – Headwinds not fully priced in; Maintain Hold |
【Company Research】CTGDF (601888 CH) – Management initiatives may not fully dispel uncertainty over the planned margins recovery; down to HOLD |