| 【Sector Research】Country Garden (2007 HK) – Mr. Yeung’s retirement not a surprise |
| 【Company Research】BeiGene (BGNE US) – Expect strong sales in 2023 driven by the US approval of zanubrutinib in CLL |
| 【Company Research】JNBY Design (3306 HK) – Eyes on the recovery and risk-reward |
| 【Sector Research】China Property Sector – Feb sales a strong beat; Raise 2023 forecast |
| 【Company Research】Yancoal Australia (3668 HK) – Net profit +3.5x YoY in 2022 but below expectations; Attractive yield of 20% |
| 【行业研究】中国互联网行业 – 关于《数字中国建设整体布局规划》的解读 |
| 【Company Research】China Technology – Semi field trip takeaways: darkness before dawn; fabless better positioned than SPE/materials |
| 【Company Research】Li Auto Inc. (LI US) – Well on track |
| 【Company Research】Cloud Music (9899 HK) – Strong GPM expansion supported the breakeven in 2H22 |
| 【Sector Research】China Construction Machinery – Near-term recovery more seasonal than structural; Pair trade opportunities |
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