【Company Research】Recbio Technology (2179 HK) – Smooth progress of core pipeline products |
【Company Research】Wingtech (600745 CH) – 2Q results in line; Maintain BUY |
【Company Research】Innolight (300308 CH) – Overseas data center demand to remain resilient in 2H22 |
【Company Research】Huitongda Network (9878 HK) – Resilient growth in 2H22 |
【Company Research】Innovent Biologics (1801 HK) – Fast expanding commercial product portfolio |
【Company Research】Zhejiang Jingsheng (300316 CH) – 2Q22 profit +1.4x YoY with strong cash flow; Raise earnings & TP on solid margin |
【Company Research】China Life (2628 HK) – New business volume growth turned positive in 2Q22 |
【Fixed Income Research】CARINC: Better than expected 1H22 results. Buy CARINC'24 as a carry play |
【Company Research】Nongfu Spring (9633 HK) – 1H22 beat on GPM; tea beverage should continue to drive growth over 2H |
【Company Research】SenseTime (20 HK) – A slower AI adoption pace amid macro uncertainties |