【Company Research】Productive Technologies (650 HK) – Takeaways: Another SPE rising star in the Chinese market |
【Sector Research】China Property Sector – If solving TSP could help them |
【Fixed Income Research】CSCHCN - A more convincing restructuring plan with a clearer roadmap |
【行业研究】日常消费板块 – 商超渠道调研情况梳理与投资观点 |
【Company Research】Kuaishou (1024 HK) – Stronger DAU and ecommerce ahead |
【Company Research】Ming Yuan Cloud (909 HK) – Limited operating leverage when sales weaken |
【Sector Research】China Insurance– Overhang removed: Regulation on sales activities nearly finalized |
【Company Research】EVA Holdings (838 HK) – Poised for higher growth in 2H22 |
【Company Research】Huya Inc. (HUYA US) – Prudent outlook in 2H22E |
【Company Research】Bilibili (BILI US) – The worst is over |