【Company Research】EC Healthcare (2138 HK) – Strong post-COVID business rebound |
【Fixed Income Research】Asian AT1s Part III – Picks on EM AT1s |
【Company Research】Xiaomi (1810 HK) – Weak 3Q22 as anticipated; Expect sequential recovery ahead |
【Company Research】CSPC Pharmaceutical (1093 HK) – Promising clinical progress of mRNA COVID-19 vaccine candidate |
【Company Research】Baidu (BIDU US) – Earnings beat on stringent cost control |
【Company Research】Kuaishou (1024 HK) – Resilient growth with FY23E group breakeven |
【Company Research】Tongcheng Travel (780 HK) – Factoring in 4Q22E epidemic resurgence |
【Sector Research】China Project Management Sector – Unsustainable demands from LGFVs but more from defaulted developers |
【Company Research】JD.com (JD US) – Stronger-than-expected margin expansion |
【Company Research】Weibo (WB US) – Ongoing moderate recovery |