【Company Research】FIT Hon Teng (6088 HK) – Corp Day Takeaways: “3+3 Strategy” to emerge as new growth driver |
【Sector Research】China Internet Sector – Ecommerce sector: Decent recovery ahead |
【Sector Research】China Consumer– 2Q earnings risks look well-contained with refreshed expectation; top picks: CRB/ Smoore |
【Sector Research】China Property Sector – NBS May data is at the sweet spot |
【Sector Research】China Auto Sector – We expect June wholesale to rise double-digit |
【Company Research】Xiaomi (1810 HK) – Corp Day Takeaways: Eyes on product launches and recovery in 2H22E |
【Company Research】Tongda Group (698 HK) – Corp Day Takeaways: Near-term pressure remains; non-handset to drive growth in FY23E |
【Company Research】Q Technology (1478 HK) - Corp Day Takeaways: Headwinds remain, Auto/IoT the brighter spot |
【Company Research】Tongda Group (698 HK) - Corp Day Takeaways: Near-term pressure remains; non-handset to drive growth in FY23E |
【Sector Research】China Financials Weekly – ST loan and special bond drive TSF beat; P&C momentum rebounded |