【Sector Research】China CRO/CDMO sector – Deep dive into valuation of China CXO sector |
【Fixed Income Research】 Kaisa - Exchange offer and sales of Kai Tak project |
【Company Research】Kuaishou (1024 HK) – Focusing on improving efficiency |
【Fixed Income Research】Vedanta resources (VRL): Further increase in Vedanta Ltd (VED) stakes |
【Company Research】Xiaomi (1810 HK) – Solid 3Q21 despite supply chain challenge; Reiterate BUY |
【Company Research】Zhihu (ZH US) – Better-than-feared 3Q21 |
【Company Research】Razer Inc. (1337 HK) – Update on 4Q21E/FY22E forecasts |
【Fixed Income Research】INDYIJ – Initiate Buy on Indika Energy |
【Company Research】Tongcheng-Elong (780 HK) – Moving into 3M22E rebound |
【Sector Research】China Consumer Staples – Marketing feedback – inflation & price hikes were key words that appeared in every meeting |