【Fixed Income Research】China South City (CSC) Equity injection from SZ LGFV at Xi'an project |
【Sector Research】China Internet – Quality growth and further digitization penetration provide growth support |
【Company Research】Prudential PLC (2378 HK) – Asia-focus leading player; border-reopening tailwinds in 2023 |
【Sector Research】China Internet – The shoe has dropped: PCAOB announced unobstructed inspection access |
【Company Research】Trip.com (TCOM US) – Business recovery has greater visibility |
【Sector Research】China Internet – November online retail sales recap |
【Company Research】China Tower (788 HK) – A clearing event that investors have been waiting for; Maintain HOLD |
【行业研究】香港零售行业 – 入境政策放松快于预期,进一步巩固行业复苏,推荐估值较为安全的餐饮和酒店行业 |
【Company Research】Zhihu (ZH US) – Focus shifting to monetization and margin |
【Company Research】Li Auto Inc. (LI US) – Still best positioned among NEV trio |