| 【Company Research】Bosideng (3998 HK) – Healthy inventory with an upbeat guidance |
| 【Company Research】EC Healthcare (2138 HK) –Expect strong recovery from COVID lock-down in HK |
| 【Company Research】Sunny Optical (2382 HK) – 2H22 demand weakness affirmed; Technology leadership remains intact |
| 【Company Research】Cafe De Coral (341 HK) – A prudent model for an ambitious 3-year plan |
| 【Company Research】Jinmao Property Services (816 HK) – Fast growing SOE player with organic capacity to be improved |
| 【Company Research】Innolight (300308 CH) – Corporate Day takeaways |
| 【Company Research】Strawbear Entertainment (2125 HK) – Moderate growth with focus on IP drama |
| 【Sector Research】China Hardware Optical Transceiver – Expert call takeaways: Steady demand outlook for market leaders |
| 【Sector Research】China Sportswear Sector – Decent 618 growth but with margins pressure |
| 【Company Research】Botanee Biotech (300957 CH) – A niche play that sees growth from brand incubation and an unparalleled R&D franchise |