【行业研究】中国汽车行业 – 分析师路演反馈:爱之深,忧之切? |
【Sector Research】China Consumer Staples – Cherry-picking winners amid a de-risking mentality; our top picks: CRB/ Mengniu/ Feihe |
【Company Research】CR Mixc Lifestyle (1209 HK) – MixC’s acquisition of Zhongnan PM a better deal than Yujia |
【Company Research】New World Development (17 HK) – Look at NWD from a mainland angle |
【Sector Research】China Banking Sector – Implications of Jan LPR drop |
【Sector Research】China Property Sector – Mildly positive if the government relaxes pre-sales funds regulation |
【Fixed Income Research】CSCHCN - Maturity extensions fully priced in, maintain OW |
【Company Research】SANY International (631 HK) – NDR takeaways: Growth to accelerate in 2022E on strong backlog |
【Company Research】Anta Sports (2020 HK) – 4Q21 inline but we are prudent about FY22E |
【Company Research】Tencent (700 HK) – Factoring in ads & games headwinds |