| 【Company Research】Far East Horizon Limited (3360 HK) – 1Q22 review: Stable and sound development under the “finance + industry” strategy |
| 【Sector Research】China Consumer Staples – Valuations at 5-year low; a silver-lining to the current uncertainty sell-off? |
| 【Company Research】Joinn Laboratories (6127 HK) – China-based DSA leader with global vision |
| 【Company Research】TME (TME US) – Soft social entertainment on epidemic |
| 【Sector Research】China Property Sector – Pandemic, Policy and Political bureau meeting |
| 【Fixed Income Research】JIAYUA – Case on the late payment of CP to be dropped soon |
| 【Company Research】Willsemi (603501 CH) – In-line FY21 results: Solid non-mobile CIS growth overshadowed by weak smartphone CIS |
| 【Company Research】Li Ning (2331 HK) – A resilient 1Q22 but we are prudent on 2Q22E |
| 【Company Research】BYD Electronics (285 HK) – 1Q22 profit warning; Headwinds to persist into 2Q22 |
| 【Sector Research】China Banking Sector – High provision banks will outperform |