【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 |
【Company Research】Glodon (002410 CH) – Infrastructure construction management as new growth driver in the 9th Three-Year Plan |
【Company Research】Jiumaojiu (9922 HK) – SSS rebounds in May and costs control pay off |
【Company Research】ASM Pacific (522 HK) – Corp Day Takeaways: AP and automotive to drive long-term growth |
【Sector Research】China Banking Sector – Expecting asset quality to deteriorate in 2H22 |
【Company Research】FIT Hon Teng (6088 HK) – Corp Day Takeaways: “3+3 Strategy” to emerge as new growth driver |
【Sector Research】China Internet Sector – Ecommerce sector: Decent recovery ahead |
【Sector Research】China Consumer– 2Q earnings risks look well-contained with refreshed expectation; top picks: CRB/ Smoore |
【Sector Research】China Property Sector – NBS May data is at the sweet spot |