【Fixed Income Research】WESCHI - limited capex spent in Ethiopia so far. Still OW on robust China’s operation |
【Sector Research】China Internet Sector – Embracing a new normal of regulation |
【Company Research】I-Mab BioPharma (IMAB US) – Promising clinical results of lemzoparlimab in NHL |
【Company Research】Haidilao (6862 HK) – Awaiting positives to come after reforms |
【Company Research】Vanke - H (2202 HK) – Onewo’s spin-off a strong value boost for Vanke |
【Company Research】EVA Precision Industrial (838 HK) – Multiple growth drivers ahead |
【Sector Research】China Property Service Sector – NDRC to support Community VAS segment via tax and social insurance reduction |
【Sector Research】China Software & IT Services – China cloud outlook mixed |
【Company Research】WuXi Biologics (2269 HK) – Raised full-year guidance on strong business growth momentum |
【Sector Research】China Consumer Staples – Structural merits look prominent amid transitory headwind and any stagflation expectation |