【Sector Research】China Internet Sector – 2021 "11.11": Heading into high-quality growth |
【Company Research】Bosideng (3998 HK) – Outstanding double 11 and e-commerce sales |
【Company Research】AAC Technologies (2018 HK) – 3Q21 in-line; Remain cautious on 4Q21 recovery |
【Company Research】Tencent (700 HK) – Looking beyond 2H21 ads headwinds |
【Company Research】JS Global Lifestyle (1691 HK) – Hope for the best and prepare for the worst |
【Company Research】Huya Inc. (HUYA US) – Reinvesting for growth |
【Sector Research】China Property Sector – What is the end game? A detailed analysis of chairpersons’ possible bailout |
【Company Research】WuXi Biologics (2269 HK) – Non-COVID projects to see growth acceleration beyond 2022E |
【Company Research】TME (TME US) – Prudent on 4Q21E & FY22E topline growth |
【Sector Research】China Banking Sector – Supportive policy on carbon-efficient industry |