| 【Company Research】Glodon (002410 CH) – Infrastructure construction management as new growth driver in the 9th Three-Year Plan |
| 【Company Research】Jiumaojiu (9922 HK) – SSS rebounds in May and costs control pay off |
| 【Company Research】ASM Pacific (522 HK) – Corp Day Takeaways: AP and automotive to drive long-term growth |
| 【Sector Research】China Banking Sector – Expecting asset quality to deteriorate in 2H22 |
| 【Company Research】FIT Hon Teng (6088 HK) – Corp Day Takeaways: “3+3 Strategy” to emerge as new growth driver |
| 【Sector Research】China Internet Sector – Ecommerce sector: Decent recovery ahead |
| 【Sector Research】China Consumer– 2Q earnings risks look well-contained with refreshed expectation; top picks: CRB/ Smoore |
| 【Sector Research】China Property Sector – NBS May data is at the sweet spot |
| 【Sector Research】China Auto Sector – We expect June wholesale to rise double-digit |
| 【Company Research】Xiaomi (1810 HK) – Corp Day Takeaways: Eyes on product launches and recovery in 2H22E |
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