【Company Research】Yancoal Australia (3668 HK) – ASP offset the decline in sales volume in 1Q23; Expect improvement in volume |
CMBI Fixed Income: Asian T2s: Lower beta plays in volatile times |
【Sector Research】China Internet – March online retail sales recap |
【Company Research】Smoore Int’l (6969 HK) – 1Q tracking below us on weak domestic sales |
【Company Research】Xuan Wu Cloud (2392 HK) – Investing in CRM SaaS |
【Company Research】Hikvision (002415 CH) – Taking time to recover |
【Company Research】Kweichow Moutai (600519 CH) – 1Q came in slightly higher than we expected |
【Company Research】Zhejiang Jingsheng (300316 CH) – 1Q23E profit beat expectations; Multiple catalysts ahead |
【Company Research】JD.com (JD US) – Entering into a year of business transition |
【Company Research】FriendTimes Inc. (6820 HK) – A female-oriented game boutique with recovery in sight |