| 【Company Research】Kingsoft Cloud (KC US) – Attractive risk reward |
| 【Company Research】Poly Property Services (6049 HK) – 2021 results in line but spike in AR is alarming |
| 【Company Research】Zhihu (ZH US) – Prioritizing on community ecosystem |
| 【Sector Research】China Property Sector – Bumpy road ahead despite better-than-feared 2M22 data |
| 【Sector Research】China CRO/CDMO sector – Revenue growth accelerated in 1Q22 and valuation at historical-low |
| 【Sector Research】China Auto Sector – February retail miss; NEV beat; outlook mixed |
| 【Company Research】Baozun (BZUN US) – Factoring lingering headwinds and soft macro |
| 【Sector Research】China Insurance Sector – FY21 results preview |
| 【Company Research】Chinasoft (354 HK) – Business outlook read-through from iSoftStone |
| 【Fixed Income Research】CIFIHG - Ping An Bank casted a vote of confidence |