【Fixed Income Research】Switch ideas: SWHYSE 2.625%’25 to CICCHK 2.875%’25 |
【Company Research】PA Good Doctor (1833 HK) – Strategy 2.0 to fuel long-term revenue growth |
【Company Research】Xtep (1368 HK) – Robust retail sales growth despite pandemic |
【Company Research】Far East Horizon Limited (3360 HK) – FY21 review: Sequential improvement in NIM and asset quality in 2H21 |
【Company Research】Kingsoft Cloud (KC US) – Attractive risk reward |
【Company Research】Poly Property Services (6049 HK) – 2021 results in line but spike in AR is alarming |
【Company Research】Zhihu (ZH US) – Prioritizing on community ecosystem |
【Sector Research】China Property Sector – Bumpy road ahead despite better-than-feared 2M22 data |
【Sector Research】China CRO/CDMO sector – Revenue growth accelerated in 1Q22 and valuation at historical-low |
【Sector Research】China Auto Sector – February retail miss; NEV beat; outlook mixed |