【Company Research】Haier Smart Home (6690 HK) – Tough 4Q21E but guidance maintained |
【行业研究】开发商才是自己的救世主 |
【Company Research】Shennan Circuits (002916 CH) – Strong 3Q results; Cost pressure remains |
【Company Research】WuXi AppTec (603259 CH) – Raised full-year guidance post strong quarterly results |
【Fixed Income Research】SUNSHI – High uncertainty on the exchange offer, but risk should be largely priced in |
【Fixed Income Research】China Property Developers 10M2021 Presales |
【Company Research】Sunac Services (1516 HK) – Acquisition of First Services will generate earnings boost of 12% in 2021E |
【Company Research】Nayuki Holdings Limited (2150 HK) – Softening demand and operating deleverage |
【公司研究】比亚迪控股 - A (002594 CH) – 汽车电池业务成型,中长期估值有望抬升 |
【Company Research】Tencent (700 HK) – Moving into 4Q21E games rebound |