【Company Research】Sunny Optical (2382 HK) - 1H22 profit warning worse than expected; 3Q destocking a major overhang |
【Fixed Income Research】China AMCs – Opportunities after the collateral damage |
【Company Research】Xtep (1368 HK) – A resilient 2Q22 and FY22E guidance upheld |
【Company Research】Maxscend (300782 CH) – 1H22 profit alert: weak 2Q market dragged performance |
【Sector Research】China Property Sector – Banks may have to bail out some troubled projects |
【Company Research】Innolight (300308 CH) – Data center demand to remain resilient in 2H22 |
【Company Research】Anta Sports (2020 HK) – A resilient 2Q22 and a mild inventory concern |
【Company Research】Greentown Management (9979 HK) – Surprise again: 1H22 new contracts largely beat |
【Company Research】China Meidong Auto (1268 HK) – 1H22 earnings full of noises; StarChase 2H22 key |
【Company Research】PA Good Doctor (1833 HK) – 1H22E preview: pandemic hurt topline while second-half outlook remains solid |