【Company Research】Haidilao (6862 HK) – Profit missed but all eyes on future reforms |
【Sector Research】China Property Service Sector – Long-term thesis stays unchanged; Pair trade opportunities amid macro and parentco risks |
【Company Research】Evergrande Property Services (6666 HK) – Bear-case study indicates value; Initiate at Buy |
【Company Research】Sunac Services (1516 HK) – Set for a fast overtaking to Top 5; Initiate at Buy |
【Company Research】Tian Lun Gas (1600 HK) – Strategic cooperation with Zhuhai Port |
【Company Research】Kintor Pharmaceutical (9939 HK) – Encouraging real-world data of proxalutamide in COVID-19 treatment in Paraguay |
【Company Research】CMGE Technology (302 HK) – Strong pipeline & solid 1H21E ahead |
【Company Research】Bilibili (BILI US) – Users on track while investment continues |
【Company Research】Hikvision (002415 CH) – Innovative business gaining momentum |
【Fixed Income Research】Jiayuan: Opening up a new and lower cost funding channel |