【Company Research】Kintor Pharmaceutical (9939 HK) – Continued development of proxalutamide for COVID-19 treatment |
【Company Research】Simcere Pharmaceutical Group (2096 HK) – Expanding innovative product portfolio |
【Company Research】AK Medical (1789 HK) – High-margin customized and revision products to drive long-term growth |
【Company Research】S-Enjoy Service (1755 HK) – Heavy bond investment loss led to governance concern |
【Company Research】SenseTime (20 HK) – Focus on AIaaS plan in FY22 |
【Company Research】Meituan (3690 HK) – Prioritizing high-quality growth |
【Company Research】NIO Inc. (NIO US) Capacity laid out for new model acceleration |
【Company Research】CR Beer (291 HK) – 2H21 results in-line; premiumization progress on track |
【Company Research】Kingsoft Cloud (KC US) – Bottoming out |
【Fixed Income Research】BTSDF: Gradual deleveraging will be achievable; Buy on good relative value |