| 【Company Research】WuXi AppTec (603259 CH) – Growth momentum to accelerate in 2H22E |
| 【Company Research】Yum China (9987 HK) – Turnaround shall begin despite costs pressure |
| 【Company Research】China Feihe (6186 HK) – 1H softer than expected; a lower 2022E despite a sequentially better 2H |
| 【Company Research】Productive Technologies (650 HK) – Takeaways: Another SPE rising star in the Chinese market |
| 【Sector Research】China Property Sector – If solving TSP could help them |
| 【Fixed Income Research】CSCHCN - A more convincing restructuring plan with a clearer roadmap |
| 【行业研究】日常消费板块 – 商超渠道调研情况梳理与投资观点 |
| 【Company Research】Kuaishou (1024 HK) – Stronger DAU and ecommerce ahead |
| 【Company Research】Ming Yuan Cloud (909 HK) – Limited operating leverage when sales weaken |
| 【Sector Research】China Insurance– Overhang removed: Regulation on sales activities nearly finalized |