【Company Research】GCL Technology (3800 HK) – NDR takeaways: On-track capacity growth & cost reduction |
【Company Research】Venus Medtech (2500 HK) – Shifted to profit oriented strategy |
【Sector Research】China Auto Sector – Aug NEV: All-time high sales for tier-2 brands |
【Fixed Income Research】CENCHI: Relationship with Henan government, not 1H22 results, should be the focus |
【Company Research】China Hongqiao (1378 HK) – A potential beneficiary of EU energy crisis |
【Company Research】Simcere Pharmaceutical (2096 HK) – Innovative drug sales hit record high |
【Company Research】Nayuki Holdings Limited (2150 HK) – Breakeven achieved with more flexible costing |
【Company Research】Jinxin Fertility (1951 HK) – Resilient business amid COVID pandemic |
【Company Research】China Meidong Auto (1268 HK) – Positive early signals from StarChase |
【Company Research】Greentown Service (2869 HK) – Core business stable, upgrade to Buy |