【Economic Perspectives】China Policy – To overcome the fear of floating |
【Company Research】AAC Technologies (2018 HK) - 1Q22 miss; Margin pressure to continue into 2H |
【Company Research】Kuaishou (1024 HK) – Share gain continued, despite epidemic pressure |
【Fixed Income Research】SUNAC: Credit event and coupon missed |
【Company Research】EVA Holdings (838 HK) – Auto components’ inflection point has arrived |
【Company Research】Recbio Technology (2179 HK) - Leading innovative vaccine player with rich blockbuster pipelines |
【Company Research】Li Auto Inc. (LI US) - 2Q22 could be resilient after solid 1Q22 |
【Company Research】Midea Group (000333 CH) – 1Q22 beat and an excellent ToB game plan |
【Company Research】Bud APAC (1876 HK) – Solid 1Q22 on strong APAC East performance; we stay vigilant on potential volume risk in 2Q |
【Fixed Income Research】TQLTHI: Buy on Tianqi ‘22 |