【Company Research】Meituan (3690 HK) – Recovery on good track |
【Company Research】FIT Hon Teng (6088 HK) – 3+3 Strategy starts to bear fruit; Raise TP to HK$1.78 |
【Company Research】BeiGene (BGNE US) – Positive on the US BLA approval of tislelizumab despite the deferral |
【Company Research】Smoore Int’l (6969 HK) – Preliminary results came in better than we expected |
【Sector Research】China Internet Sector – Ecommerce sector: Jun online sales in line |
【Sector Research】China Auto Sector – Sep, Oct data key as chips may start to recover |
【Sector Research】China Financials Weekly – Exposure to mortgage boycotts manageable at current stage, waiting for top-down solution |
【Sector Research】China Property Sector – NBS Jun data missed; 3Q will be even tougher |
【Sector Research】 China Technology Sector - Implications of TSMC and Largan 2Q22 results |
【Company Research】Chinasoft (354 HK) - Shenzhen to provide subsidies in building Harmony/ Euler ecosystem |