【公司研究】美团 (3690 HK) – 风物长宜放眼量 |
【Sector Research】China Construction Machinery / HDT – Favourable policy shift; Defensive growth amid volatile market; Upgrade SANY Heavy & Sinotruk |
【Company Research】Vanke - H (2202 HK) – Takeaway from July sales conference call |
【Fixed Income Research】GEMDAL New Issuance – We see FV at 5% - low 5% |
【公司研究】阿里巴巴 (BABA US) – 投资周期中力推多应用策略 |
【Company Research】Xinyi Solar (968 HK) – Accelerating capacity expansion in 2022 |
【Company Research】Kingsoft Cloud (KC US) – M&A and new customer win enhance visibility |
【Fixed Income Research】China Property Developers 7M2021 Presales |
【Fixed Income Research】EVERRE – Stock take on listed investments |
【行业研究】中国新能源汽车行业 – 上半年渗透率超预期,下半年更值得期待 |