【Company Research】Hutchmed (13 HK) – On track ramp-up of commercial products |
【Fixed Income Research】SJMHOLs: Shareholder's support provides much- needed financial flexibility |
【行业研究】实地调研专题系列之二 – 食品饮料经销商渠道调研情况梳理与投资观点 |
【Sector Research】China Auto Sector – Jul NEV sales: NEV trio miss, Zeekr, Neta beat |
【Company Research】Yum China (9987 HK) – A strong beat as inflation remains controllable |
【Company Research】Greentown Management (9979 HK) – 1H22 results: structure change is the key |
【Company Research】Budweiser APAC (1876 HK) – 2Q results largely in line; solid premiumization efforts mitigated volume headwind |
【Company Research】WuXi AppTec (603259 CH) – Growth momentum to accelerate in 2H22E |
【Company Research】Yum China (9987 HK) – Turnaround shall begin despite costs pressure |
【Company Research】China Feihe (6186 HK) – 1H softer than expected; a lower 2022E despite a sequentially better 2H |