【Company Research】Xtep (1368 HK) – Guidance softens with mounting inventory risks |
【Sector Research】China Auto Sector – 2H22E likely beat; FY23E consensus overstated |
【Company Research】Anta Sports (2020 HK) – A more cautious but relatively better outlook |
【Company Research】Proya Cosmetics (603605 CH) – 3Q a small beat; but the implied 4Q numbers look unexciting given the current guidance |
【Company Research】China Meidong Auto (1268 HK) – 3Q22 operational data may beat expectation |
【行业研究】中国互联网行业 – 2022年AWS云科技峰会公布中国市场四项战略举措 |
【Sector Research】China Project Management Sector – Defaulted developers + LGFV, the new demand |
【Sector Research】China Property Sector – Long completion, short new start |
【Company Research】BeiGene (BGNE US) – Superior PFS vs ibrutinib in r/r CLL further supports the best-in-class potential of zanubrutinib |
【行业研究】中国互联网行业 – Meta Connect 2022: 持续迈向元宇宙愿景 |