【Company Research】Weichai Power - H (2338 HK) – 2Q21 earnings +18% YoY; Solid gross margin |
【公司研究】比亚迪控股 - H (1211 HK) – 业绩扰动短期股价,长期向好趋势未改 |
【公司研究】比亚迪控股 - A (002594 CH) – 业绩扰动短期股价,长期向好趋势未改 |
【Company Research】Haidilao (6862 HK) – Awaiting positives to come after reforms |
【Sector Research】China Software & IT Services – Implications of setting up state-owned cloud |
【公司研究】东风集团股份 (489 HK) – 上半年业绩表现优异,估值处于吸引区间 |
【Fixed Income Research】DEXICN - Debts funded expansion to slow down in 2H |
【Fixed Income Research】HRINTH – Look out for recapitalization post 1H2021 results |
【公司研究】长城汽车 (2333 HK) – 销量结构持续改善,细分市场表现优异 |
【Company Research】Kintor Pharmaceutical (9939 HK) – Multiple out-license collaborations for Proxalutamide |