【Company Research】Tigermed (300347 CH) – Impressive backlog growth momentum and enhancing global competence |
【Sector Research】China Property Sector – Our take on the imminent property tax |
【Company Research】Kuaishou (1024 HK) – 3Q21E on track, with attractive valuation |
【Sector Research】China Construction Machinery & HDT – China Local Government Bond Tracker |
【Company Research】Hikvision (002415 CH) – Resilient 3Q21 with high inventory buffer |
【Company Research】Far East Horizon Limited (3360 HK) – Resume coverage; 3Q21 NIM expansion and improving asset quality |
【Fixed Income Research】RSMACA – Equity placement is credit positive and shows on track fundraising progress |
【Company Research】JS Global Lifestyle (1691 HK) – Concerns on logistic constraint overdone |
【Fixed Income Research】EVERRE vs. HPDLF – Rashomon on the termination of the Evergrande Property Services deal |
【Fixed Income Research】MOLAND - Termination of the consent solicitation |