【Company Research】Jiumaojiu (9922 HK) – Profit inline despite drags from mini outbreak |
【Fixed Income Research】ZHLGHD - Prepared for the upcoming maturities |
【Fixed Income Research】SUNSHI - Relative slower sales is mitigated by vigilant land investment |
【Company Research】Venus Medtech (Hangzhou) Inc. (2500 HK) – Strong growth momentum in 1H21 |
【Fixed Income Research】EVERRE/TIANHL - Cancellation of special dividend proposal is credit negative |
【Sector Research】China Insurance – Transfer of Coverage; 1H21 preview: Worst case already priced in |
【Company Research】AK Medical (1789 HK) – Channel destocking may continue |
【Fixed Income Research】EDU – We suggest Buy on EDU, as we see support from its 101 repurchase term on Triggering Event |
【Company Research】Haidilao (6862 HK) – Profit missed but all eyes on future reforms |
【Sector Research】China Property Service Sector – Long-term thesis stays unchanged; Pair trade opportunities amid macro and parentco risks |