【Company Research】Mobvista Inc. (1860 HK) – Recovery in sight with clear margin expansion |
【Sector Research】China Consumer Sector – Shenzhen Trip: sustained growth in Feb 2023 |
【Company Research】PA Good Doctor (1833 HK) – 2022 preview: Solid business development through the bumpy 2022 |
【Company Research】Ke Holdings (BEKE US) – Existing home sales recovery to be better than anticipated |
【Company Research】Glodon (002410 CH) – Clear operating leverage from SaaS |
【Company Research】ZhongAn (6060 HK) – FY22 preview: 2H22 UW margin improvement |
【Company Research】Yili Industrial (600887 CH) – Shares could rally in relief on back of an in line 4Q22 |
【Company Research】Mengniu Dairy (2319 HK) – A laggard play to this early-staged consumption-led recovery |
【Sector Research】China Property Sector – Mildly positive for CSRC’s pilot private investment scheme in real estate |
【Company Research】Tencent (700 HK) – What next to look forward to? |