【Company Research】China Lilang (1234 HK) – Resilient given pandemic plus decent yield |
【Company Research】Kindly Medical (1501 HK) – Solid growth demonstrates a rapid recovery from COVID |
【Company Research】PA Good Doctor (1833 HK) – Early achievements of Strategy 2.0 |
【Company Research】Xiaomi (1810 HK) – Weak 2Q22 in-line; Expect seasonal demand recovery in 2H22E |
【Company Research】Yonyou (600588 CH) – Takes time to build the cloud platform |
【Sector Research】China Solar Power Sector – Was the massive sell-off justified? |
【Company Research】WuXi Biologics (2269 HK) – Non-COVID projects driving long-term growth |
【Company Research】Geely (175 HK) – Zeekr trending up; Other brands still uncertain |
【Company Research】NetEase Inc. (NTES US) – Strong pipeline despite short-term deceleration |
【Company Research】ZTO Express (ZTO US) – Record-high market share; Good cost control; Earnings raised on better margin |