【公司研究】小鹏汽车 (9868 HK) – 上半年销量超预期,P5及G3i助推下半年销量 |
【公司研究】理想汽车 (LI US) – 产品力驱动销量增长 |
【公司研究】小鹏汽车 (XPEV US) – 上半年销量超预期,P5及G3i助推下半年销量 |
【Company Research】Zhejiang Jingsheng (300316 CH) – Acquisition to help tap into solar cell equipment |
【Company Research】Kuaishou (1024 HK) – Mixed 2Q21 with competition & margin pressure |
【Company Research】Prada (1913 HK) – Turnaround confirmed after the strong beat |
【Company Research】Yum China (9987 HK) – Robust Pizza Hut and accelerated expansion |
【Sector Research】China Property Sector – Better wait until 4Q to position the sector |
【Company Research】Jiumaojiu (9922 HK) – Profit inline despite drags from mini outbreak |
【Fixed Income Research】ZHLGHD - Prepared for the upcoming maturities |