【Sector Research】China Cosmetics – The crown jewel of the consumption spectrum; initiate Botanee/ Proya/ Jahwa with Buy |
【Sector Research】China Property Sector – Three reasons to drive the rally |
【Fixed Income Research】Macau Gaming: Q&A after the final draft of gaming law amendment bill |
【Company Research】Wanye Enterprises (600641 CH) – Corp Day Takeaways: Positive outlook on ”1+N” product platform |
【Company Research】Hua Hong Semiconductor (1347 HK) – Corp Day Takeaways: Solid 2Q guidance; 12-inch capacity expansion on track |
【Company Research】Shennan Circuits (002916 CH) – Corp Day Takeaways: Company’s operation remains normal, little impact from COVID |
【Company Research】ZTE (763 HK) – Corp Day Takeaways: Stable growth for 2022E |
【Company Research】BOE Varitronix (710 HK) – Corp Day Takeaways: promising outlook in automotive display |
【Company Research】BeiGene (BGNE US) – Harvest season for a global leading biopharma company |
【Fixed Income Research】FOSUNI: Change recommendations on FOSUNIs to Hold from Buy |