【Company Research】Cafe De Coral (341 HK) – A prudent model for an ambitious 3-year plan |
【Company Research】Jinmao Property Services (816 HK) – Fast growing SOE player with organic capacity to be improved |
【Company Research】Innolight (300308 CH) – Corporate Day takeaways |
【Company Research】Strawbear Entertainment (2125 HK) – Moderate growth with focus on IP drama |
【Sector Research】China Hardware Optical Transceiver – Expert call takeaways: Steady demand outlook for market leaders |
【Sector Research】China Sportswear Sector – Decent 618 growth but with margins pressure |
【Company Research】Botanee Biotech (300957 CH) – A niche play that sees growth from brand incubation and an unparalleled R&D franchise |
【Sector Research】China Financials Weekly – Manageable impact of Henan village banks’ incident |
【Fixed Income Research】GZRFPR: The consent solicitation and scheme |
【Company Research】Proya Cosmetics (603605 CH)– On track to synergize its R&D franchise, hero products and live-streaming distribution |