【Company Research】Hutchmed (13 HK) – Exploit global market opportunities |
【Company Research】Weibo (WB US) – Gradual revenue and margin recovery in FY23 |
【Company Research】NIO Inc. (NIO US) – 4Q22 miss; 5 new models in the next 5 months |
【Company Research】Chinasoft (354 HK) – US is reviewing Huawei export license policy |
【Fixed Income Research】Yanlord: Resilient FY22 results and business model; maintain Buy |
【Company Research】WuXi Biologics (2269 HK) – Strong and sustainable non-COVID growth |
【Sector Research】Country Garden (2007 HK) – Mr. Yeung’s retirement not a surprise |
【Company Research】BeiGene (BGNE US) – Expect strong sales in 2023 driven by the US approval of zanubrutinib in CLL |
【Company Research】JNBY Design (3306 HK) – Eyes on the recovery and risk-reward |
【Sector Research】China Property Sector – Feb sales a strong beat; Raise 2023 forecast |