| 【Company Research】Baozun (BZUN US) – Factoring lingering headwinds and soft macro |
| 【Sector Research】China Insurance Sector – FY21 results preview |
| 【Company Research】Chinasoft (354 HK) – Business outlook read-through from iSoftStone |
| 【Fixed Income Research】CIFIHG - Ping An Bank casted a vote of confidence |
| 【Company Research】Willsemi (603501 CH) – FY21 revenue in line; Growth story stays intact |
| 【Company Research】Sunny Optical (2382 HK) – Headwinds not fully priced in; Maintain Hold |
| 【Company Research】CTGDF (601888 CH) – Management initiatives may not fully dispel uncertainty over the planned margins recovery; down to HOLD |
| 【Company Research】China Meidong Auto (1268 HK) – Best positioned amid industry consolidation |
| 【Fixed Income Research】Lifestyle - LIHHK '22 is our preferred short-term pick for carry, initiate Buy |
| 【Fixed Income Research】CHIGRA '22 will be money good |
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