| 【Company Research】Willsemi (603501 CH) – Preliminary 2022 results came in below estimate; Maintain HOLD |
| 【Company Research】Jinxin Fertility (1951 HK) – Eyes on the post-pandemic business recovery |
| 【Company Research】BOE Varitronix (710 HK) – NDR Takeaways: Chengdu auto display capacity ramp-up on track; auto intelligence to drive growth |
| 【Sector Research】China Project Management Sector – Prefer defensive Greentown Mgmt. over demotivated CCM |
| 【Fixed Income Research】DALWAN: The first "proper" book-built deal of Chinese HY properties since Sep'21 |
| 【Company Research】Alibaba (BABA US) – Looking beyond short-term pandemic impact |
| 【Sector Research】China Construction Machinery – Prefer AWP to excavator in the near term |
| 【Company Research】Chinasoft (354 HK) – Benefiting from localization trend with KaihongOS |
| 【Company Research】Anta Sports (2020 HK) – Turnaround is in sight in 2Q23E |
| 【Company Research】Sunny Optical (2382 HK) – Shipment weakness likely to persist into 1Q23E; Maintain HOLD |
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