| 【Company Research】NetEase Inc. (NTES US) – Eyes on new titles launch |
| 【Company Research】Kuaishou (1024 HK) – Moving into 2H22E recovery |
| 【Company Research】RLX Technology (RLX US) – 1Q below consensus; 3Q to be a key quarter for transition |
| 【Company Research】Xpeng Inc. (XPEV US) – In-line 1Q22 results; Awaiting G9 debut |
| 【Sector Research】China Financials Weekly – +VE impact from LPR cut and lower mortgage floor |
| 【Company Research】Huya Inc. (HUYA US) – Challenges to linger |
| 【Company Research】Tongcheng-Elong (780 HK) – Looking into 2H22E recovery |
| 【Company Research】GDS (GDS US) – Lockdowns add uncertainty to move-in schedule |
| 【Company Research】GDS (9698 HK) – Lockdowns add uncertainty to move-in schedule |
| 【Company Research】Xiaomi (1810 HK) – Weak 1Q22 in-line; Expect short-term challenges |
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