| 【Sector Research】China CRO/CDMO sector – China CDMO players to play a vital role in global market |
| 【Sector Research】China Auto Sector – January auto sales on track, NEV beat |
| 【Company Research】Bosideng (3998 HK) – The negatives should have been priced in |
| 【Company Research】CG Service (6098 HK) – Potential acquisition of Zhongliang’s PM may not be so positive |
| 【Company Research】Shennan Circuits (002916 CH) – Substrate demand remains strong in 2022 |
| 【Company Research】Innovent Biologics (1801 HK) – Temporary setback paves the way for future success |
| 【Fixed Income Research】Chinese properties - from (A)MCs to (Z)henro |
| 【Sector Research】China Financials Weekly – Life slow jumpstart; Limited impact from new rules on overseas loans |
| 【Sector Research】China AI – AI leaders taking different expansion paths |
| 【Company Research】Zhihu (ZH US) – Solid 4Q21E ahead, with FY22E transition |
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