【Sector Research】China Internet – Game license approval further normalises |
【Sector Research】China Auto Sector – Weak ending of 2022 provides a glimpse of hope |
【Sector Research】China Property Sector – Silver lining lies on relaxation in Tier 1 cities |
【Company Research】CR Beer (291 HK) – Another positive year for 2023; our preferred pick for China’s re-opening |
【Company Research】Zoomlion (1157 HK) – Spin-off of AWP business to unlock value |
【Company Research】Xtep (1368 HK) – Speedy recovery in CNY and robust guidance |
【Company Research】Huitongda Network (9878 HK) – Quality growth with advanced profitability |
【Sector Research】China Internet – December online retail sales recap |
【Company Research】Ke Holdings (BEKE US) – Beke After Ten Seasons; Initiate with Buy |
【Sector Research】China Internet – 2022 online game market recap |