【公司研究】Vesync (2148 HK) – 结合中国制造和美国电商的小家电公司 |
【Company Research】Zhihu (ZH US) – Heading into 100mn MAU club |
【Company Research】Jinxin Fertility (1951 HK) – Significant synergies with the OB/GYN & pediatrics business |
【Company Research】Evergrande Property Services (6666 HK) – Pressure mounts after cancelled sale |
【Company Research】Xtep (1368 HK) – Slight beat in 3Q21 and guidance maintained |
【Sector Research】China Express Delivery Sector – On-track ASP improvement in Sep; Expect further increase on the back of policy support |
【Company Research】COLI (688 HK) – 3Q21 results slightly beat; potential re-rating on anti-cycle land acquisitions |
【Company Research】Anta Sports (2020 HK) – Reset expectations and long-term target remains intact |
【行业研究】中国房地产 – 房地产政策这次会更加连贯和坚决 |
CMBI - Recommendation Changes_20211013 |