【Company Research】Bilibili (BILI US) – Mixed 3Q21, with stepping-up content investment |
【Company Research】NetEase Inc. (NTES US) – More bullish on 4Q21E & FY22E outlook |
【Company Research】GDS (GDS US) – Power price hike, slower move-in weighed on 3Q21 |
【Company Research】Ming Yuan Cloud (909 HK) – Property policy bottomed but sales data still weak |
【Sector Research】China Internet Sector – Ecommerce growth stabilization in line |
【公司研究】波司登 (3998 HK) - 雙11全渠道和財年至今電商銷售增長相當突出 |
【Fixed Income Research】CARINC – Steady 3Q2021 results, maintain OW |
【Sector Research】China Property Sector – NBS Oct data in line; Chairpersons in action to buy time |
【Sector Research】China Internet Sector – 2021 "11.11": Heading into high-quality growth |
【Company Research】Bosideng (3998 HK) – Outstanding double 11 and e-commerce sales |