| 【Company Research】Greentown Management (9979 HK) – Surprise again: 1H22 new contracts largely beat |
| 【Company Research】China Meidong Auto (1268 HK) – 1H22 earnings full of noises; StarChase 2H22 key |
| 【Company Research】PA Good Doctor (1833 HK) – 1H22E preview: pandemic hurt topline while second-half outlook remains solid |
| 【Company Research】Q Technology (1478 HK) – 1H profit warning in-line; Trim TP to reflect uncertainty |
| 【Company Research】Sunny Optical (2382 HK) – Jun shipment worse than feared; Trim TP to reflect 3Q destocking |
| 【Company Research】TME (TME US) – Better-than-feared social, with stable margin |
| 【Company Research】Wingtech (600745 CH) – Diversified hardware play with bright outlook |
| 【Company Research】CR Mixc Lifestyle (1209 HK)– 1H22E preview: still 20% growth after rental relief |
| 【Company Research】Alibaba (BABA US) – Decent 618 with moderate recovery ahead |
| 【Sector Research】China AI – Smart city bidding to pick up in 2H22 |