【Sector Research】China Property Sector – What policy relaxation means for lower tier cities – Zhuzhou’s case study |
【Company Research】JS Global Lifestyle (1691 HK) – A slow start in FY22E but it is improving |
【Company Research】Meituan (3690 HK) – Looking beyond 2Q22E epidemic disruptions |
【Company Research】CN Logistics International (2130 HK) – A niche play with multiple growth drivers |
【Company Research】Yum China (9987 HK) – Constructive efforts but still under pressure |
【Company Research】China Tower (788 HK) – Core tower business to grow at slower pace; Maintain HOLD |
【Sector Research】China 5G Sector – Defensive play with upside potential |
【Fixed Income Research】GRNLGR – Prefer short-end |
【Fixed Income Research】BEDUUS: Upgrade to Buy at 93.8, as controlling shareholder’s privatization offer reflects willingness to pay |
【Company Research】HUTCHMED (13 HK) – FDA raised the bar for the approval of surufatinib |