【Company Research】Cloud Music (9899 HK) – Solid core music business outlook on enriching content library |
【Fixed Income Research】Asia Credit outlook 2023 - After dawn |
【Sector Research】China Technology – Limited surprise on Apple order cut; Suggest to focus on non-smartphone names |
【Company Research】FIT Hon Teng (6088 HK) – Positive on the acquisition of Germany automotive component supplier; Reiterate BUY |
【Company Research】China Feihe (6186 HK) – Looks to be a beta play within 1H23, when birth rate likely starts inflecting post 3Q |
【行业研究】中国互联网行业 – 新加坡分析师路演反馈:春暖花开时 |
【Sector Research】China Internet – Uncertainties still exist although the direction is towards co-operation |
【Sector Research】China Internet – November online game market recap |
China Strategy Outlook 2023: HK Stocks to Rebound as China & US Economies Diverge |
【Company Research】Recbio (2179 HK) – Superior immunogenicity on ReCOV vs. Pfizer’s mRNA vaccine |