| 【Company Research】SANY International (631 HK) - Good crisis management to remove impact of power suspension; Solid coal mining equipment order intakes |
| 【Sector Research】China Banking Sector – Impact of developers’ default is manageable |
| 【Company Research】HUTCHMED (13 HK) – Promising clinical data presented at ESMO Conference |
| 【Fixed Income Research】GZRFPR – Capital commitment is even more positive |
| 【Company Research】CG Services (6098 HK) – Acquisition of Color life’s assets: execution complexity with Wanda |
| 【Sector Research】China Technology Sector – Accessing potential risks of recent power shortage to China tech supply chain |
| 【Fixed Income Research】CAPG - Strong shareholder commitment and close tie with Henderson Land |
| 【Company Research】Termination of Coverage |
| 【Sector Research】China Internet Sector – Thoughts on updated minors protection regulations on pan-entertainment sector |
| 【Sector Research】China Capital Goods – Impact of power suspension on factory production |
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