| 【Company Research】Zhejiang Jingsheng (300316 CH) – Mega order intake to boost earnings in 2022E-23E; Raise earnings forecast and TP |
| 【Fixed Income Research】FTHDGR - Eyes on asset and stake sales |
| 【Fixed Income Research】REDPRO - ’22s bonds are attractive carry |
| 【公司研究】美团 (3690 HK) – 监管及疫情影响可控 |
| 【Company Research】ZTE (763 HK) – Solid 1H results with strong OCF |
| 【Company Research】China Longyuan (916 HK) – 1H21 rapid earnings growth in line; 2H21E to maintain decent growth |
| 【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 |