| 【Company Research】EVA Holdings (838 HK) – Poised for higher growth in 2H22 |
| 【Company Research】Huya Inc. (HUYA US) – Prudent outlook in 2H22E |
| 【Company Research】Bilibili (BILI US) – The worst is over |
| 【Company Research】Meituan (3690 HK) – Recovery on good track |
| 【Company Research】FIT Hon Teng (6088 HK) – 3+3 Strategy starts to bear fruit; Raise TP to HK$1.78 |
| 【Company Research】BeiGene (BGNE US) – Positive on the US BLA approval of tislelizumab despite the deferral |
| 【Company Research】Smoore Int’l (6969 HK) – Preliminary results came in better than we expected |
| 【Sector Research】China Internet Sector – Ecommerce sector: Jun online sales in line |
| 【Sector Research】China Auto Sector – Sep, Oct data key as chips may start to recover |
| 【Sector Research】China Financials Weekly – Exposure to mortgage boycotts manageable at current stage, waiting for top-down solution |