【Fixed Income Research】GRNLGR – Shanghai government's liquidity support |
【Company Research】EC Healthcare (2138 HK) – Strong recovery continued |
【Sector Research】China Express Delivery Sector – Strong policy measures to reshape the competitive landscape; Upgrade to Outperform |
【Fixed Income Research】HONHUA – Buy at cash price 88/90 irrespective of its major ownership under CASIC or Dongfang Electric |
【Company Research】I-Mab BioPharma (IMAB US) – Strategic cooperation with Jumpcan accelerates commercialization for long-acting rhGH |
【Fixed Income Research】TBLAIJ - Tunas Baru Lampung (TBLA) 首次覆盖 |
【Company Research】Meituan (3690 HK) – Moving into 2Q22E recovery |
【Company Research】Bosideng (3998 HK) – Successful new product and premiumization |
【Company Research】Pinduoduo (PDD US) – Stepping into quality growth |
【Sector Research】China CRO/CDMO sector – Deep dive into valuation of China CXO sector |