| 【Company Research】GalaxyCore (688728 CH) – Transiting into fab-lite model to secure capacity and support tech advancement |
| 【Company Research】HUTCHMED (13 HK) – Strong sales momentum of three marketed drugs |
| 【Fixed Income Research】ZHPRHK - Perps be traded flat to other ZHPRHK’22s should the consent goes through |
| 【Company Research】Bilibili (BILI US) – Shifting into efficiency enhancement |
| 【Company Research】SenseTime (20 HK) – CV demand strong but AI Cloud market is crowded |
| 【Company Research】Zhejiang Jingsheng (300316 CH) – Solid growth of solar equipment; SiC gaining traction |
| 【Company Research】Baidu (BIDU US) – Eye-catching AI cloud to offset soft ads |
| 【Company Research】JNBY Design (3306 HK) – Short-term investment for long-term gain |
| 【Sector Research】China Financials Weekly – Manageable impacts from Russia-Ukraine Crisis |
| 【Fixed Income Research】MOLAND - Estimated recovery rate at 57-83% |
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