| 【Company Research】China Meidong Auto (1268 HK) – Best positioned amid industry consolidation |
| 【Fixed Income Research】Lifestyle - LIHHK '22 is our preferred short-term pick for carry, initiate Buy |
| 【Fixed Income Research】CHIGRA '22 will be money good |
| 【Company Research】GalaxyCore (688728 CH) – Transiting into fab-lite model to secure capacity and support tech advancement |
| 【Company Research】HUTCHMED (13 HK) – Strong sales momentum of three marketed drugs |
| 【Fixed Income Research】ZHPRHK - Perps be traded flat to other ZHPRHK’22s should the consent goes through |
| 【Company Research】Bilibili (BILI US) – Shifting into efficiency enhancement |
| 【Company Research】SenseTime (20 HK) – CV demand strong but AI Cloud market is crowded |
| 【Company Research】Zhejiang Jingsheng (300316 CH) – Solid growth of solar equipment; SiC gaining traction |
| 【Company Research】Baidu (BIDU US) – Eye-catching AI cloud to offset soft ads |
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