| 【Company Research】Yonyou (600588 CH) – Concern on the higher R&D capitalization |
| 【Company Research】New Hope Service (3658 HK) – High dividend growth story to continue |
| 【Company Research】Glodon (002410 CH) – Clear roadmap to digitalize the construction value chain |
| 【Sector Research】China Property Sector – C-REITs’ scope extension to unlock mall operators’ IP value |
| 【Company Research】Xiaomi (1810 HK) – 4Q22 better than feared; All eyes on profitability recovery in 2023 |
| 【Company Research】Yongda Automobiles (3669 HK) – FY23E NP to improve sequentially each quarter |
| 【Company Research】CMGE Technology (302 HK) – Eyes on strong pipeline in FY23E |
| 【Company Research】CR Beer (291 HK) – An in-line 2H22; our top pick among China F&B names |
| 【Company Research】Meituan (3690 HK) – Embracing tougher fight ahead |
| 【Company Research】L.K. Technology (558 HK) – Key takeaways from plant visit in Shenzhen |
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