【Sector Research】China Internet Sector – 2022 "11.11": Moderate recovery with quality growth |
【Sector Research】China Internet – Trends observed from this year’s Double 11 shopping festival |
【Company Research】FIT Hon Teng (6088 HK) – 3Q22 beat on solid execution of “3+3 Strategy”; Raise TP to HK$1.84 |
【Company Research】AAC Tech (2018 HK) – 3Q22 beat boosted by seasonal demand pull-in |
【Company Research】NIO Inc. (NIO US) – Five new models in 1H23 to regain market share |
【Company Research】BeiGene (BGNE US) – Strong sales momentum maintained in 3Q22 |
【Company Research】CSSC Shipping (3877 HK) – Focus on clean energy sector |
【Sector Research】China Software & IT Services – China IaaS + PaaS growth slowed further in 3Q22 |
【Company Research】Kuaishou (1024 HK) – Share gain intact with enhanced ecosystem |
【Sector Research】China Internet Sector – E-commerce: consistent recovery takes time |