【Company Research】Q Technology (1478 HK) – 1H22 in-line with profit warning; positive on Auto/IoT expansion |
【Company Research】BeiGene (BGNE US) – Strong sales continued in 2Q22 |
【Company Research】Baidu (BIDU US) – Auto on progress, despite slower ads recovery |
【Company Research】Innovent Biologics (1801 HK) – Strategic cooperation with Sanofi to strengthen presence in oncology |
【Company Research】Alibaba (BABA US) – China ecommerce to bottom out |
【Fixed Income Research】SJMHOLs: Relaxed quarantine policy and shareholder's support |
【Sector Research】China Software & IT Services – A mixed outlook for China cloud amid rising China-US tension |
【Company Research】Xiaomi (1810 HK) – 2Q22 preview: a slow quarter but mostly priced in |
【Company Research】Hutchmed (13 HK) – On track ramp-up of commercial products |
【Fixed Income Research】SJMHOLs: Shareholder's support provides much- needed financial flexibility |