| 【Company Research】ZhongAn (6060 HK) – FY22 preview: 2H22 UW margin improvement |
| 【Company Research】Yili Industrial (600887 CH) – Shares could rally in relief on back of an in line 4Q22 |
| 【Company Research】Mengniu Dairy (2319 HK) – A laggard play to this early-staged consumption-led recovery |
| 【Sector Research】China Property Sector – Mildly positive for CSRC’s pilot private investment scheme in real estate |
| 【Company Research】Tencent (700 HK) – What next to look forward to? |
| 【Company Research】InnoCare Pharma (9969 HK) – Breakup with Biogen on orelabrutinib for the treatment of autoimmune diseases |
| 【Company Research】Pinduoduo (PDD US) – Resilient GMV growth to sustain in 2023 |
| 【Company Research】Xiabu Xiabu Catering (520 HK) – Much needed reforms to bring XBXB nationwide |
| 【Company Research】AK Medical (1789 HK) – Accelerating import substitution; positive outlook of 2023E |
| 【Company Research】Yancoal Australia (3668 HK) – Confirmation of price cap and volume to remove overhang |
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