【Company Research】Simcere Pharmaceutical (2096 HK) – Innovative drug sales hit record high |
【Company Research】Nayuki Holdings Limited (2150 HK) – Breakeven achieved with more flexible costing |
【Company Research】Jinxin Fertility (1951 HK) – Resilient business amid COVID pandemic |
【Company Research】China Meidong Auto (1268 HK) – Positive early signals from StarChase |
【Company Research】Greentown Service (2869 HK) – Core business stable, upgrade to Buy |
【Company Research】Tongda (698 HK) – 1H22 GPM beat; VR/AR/Auto to drive LT growth |
【Sector Research】China AI – U.S. is restricting advanced GPU sales to China |
【Company Research】Yili Industrial (600887 CH) – 2Q largely in line; and yet a revised 2H outlook prompts for an earnings cut |
【Company Research】I-Mab BioPharma (IMAB US) – Strong cash balance to fund business operations |
【Company Research】AK Medical (1789 HK) – Net profit beat due to significant volume growth post VBP |