| 【Fixed Income Research】EVERRE vs. HPDLF – Rashomon on the termination of the Evergrande Property Services deal |
| 【Fixed Income Research】MOLAND - Termination of the consent solicitation |
| 【Company Research】Vesync (2148 HK) – Leveraging China production and US e-commerce |
| 【Company Research】Zhihu (ZH US) – Heading into 100mn MAU club |
| 【Company Research】Jinxin Fertility (1951 HK) – Significant synergies with the OB/GYN & pediatrics business |
| 【Company Research】Evergrande Property Services (6666 HK) – Pressure mounts after cancelled sale |
| 【Company Research】Xtep (1368 HK) – Slight beat in 3Q21 and guidance maintained |
| 【Sector Research】China Express Delivery Sector – On-track ASP improvement in Sep; Expect further increase on the back of policy support |
| 【Company Research】COLI (688 HK) – 3Q21 results slightly beat; potential re-rating on anti-cycle land acquisitions |
| 【Company Research】Anta Sports (2020 HK) – Reset expectations and long-term target remains intact |
Address: 45th & 46th Floor, Champion Tower, 3 Garden Road, Central, Hong Kong
Telephone: （852）3900 0888 Fax:（852）3761 8788
Copyright © 2019-2025 CMB International Capital Corporation Limited. All rights reserved.
