【Company Research】JNBY Design (3306 HK) – Conservative guidance after a strong result |
【Company Research】JS Global Lifestyle (1691 HK) – Rapid growth and stable margin are achievable |
【Company Research】LONGi – A (601012 CH) – 2Q21 results beat; cost pressures to pass-through in 2H21 |
【Company Research】Sinic Holdings (2103 HK) – Profitability over scale after achieving more balanced land bank |
【公司研究】美东汽车 (1268 HK) – 客户留存项目(CRR)初见成效 |
【Company Research】Sunac Services (1516 HK) – High visibility proven by solid 1H21; Reiterate Top Pick |
【Company Research】BYD Electronics (285 HK) – Outlook intact despite NT headwinds; Maintain BUY |
【Fixed Income Research】EHICAR - Diversification play with resilient operating performance |
【Fixed Income Research】China Property Developers 8M2021 Presales |
【Company Research】Zhejiang Jingsheng (300316 CH) – Mega order intake to boost earnings in 2022E-23E; Raise earnings forecast and TP |