| 【Company Research】NWS Holdings (659 HK) – Recovery on track post COVID-19 |
| 【Company Research】CG Service (6098 HK) – Acquisition of Languang: more positive on lower-than-expected purchase price |
| 【Company Research】Bilibili (BILI US) – Guiding 400mn MAU in FY23E |
| 【Company Research】Kintor Pharmaceutical (9939 HK) – Enrollment completed for proxalutamide for hospitalized COVID-19 patients in Brazil |
| 【Company Research】WH Group (288 HK) – Recovery led by US market in 2021E |
| 【Company Research】Hong Kong Exchange & Clearing (388 HK) – Stamp duty hike impact not significant; current valuation largely reflects strong ADT trend |
| 【Sector Research】China Property Sector – Strong Feb sales to fuel the sector rotation; Neutral to the land reform |
| 【Company Research】CG Service (6098 HK) – Potential acquisition of Languang Juston: Positive |
| 【Company Research】Kingsoft Cloud (KC US) – China cloud service pure play |
| 【Company Research】Suntien Green Energy (956 HK) – Heading towards further re-rating opportunities |