| 【Company Research】BeiGene (BGNE US) – Positive on the US BLA approval of tislelizumab despite the deferral |
| 【Company Research】Smoore Int’l (6969 HK) – Preliminary results came in better than we expected |
| 【Sector Research】China Internet Sector – Ecommerce sector: Jun online sales in line |
| 【Sector Research】China Auto Sector – Sep, Oct data key as chips may start to recover |
| 【Sector Research】China Financials Weekly – Exposure to mortgage boycotts manageable at current stage, waiting for top-down solution |
| 【Sector Research】China Property Sector – NBS Jun data missed; 3Q will be even tougher |
| 【Sector Research】China Technology Sector - Implications of TSMC and Largan 2Q22 results |
| 【Company Research】Chinasoft (354 HK) - Shenzhen to provide subsidies in building Harmony/ Euler ecosystem |
| 【Company Research】Sunny Optical (2382 HK) - 1H22 profit warning worse than expected; 3Q destocking a major overhang |
| 【Fixed Income Research】China AMCs – Opportunities after the collateral damage |
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