【Company Research】Innovent Biologics (1801 HK) – Encouraging preliminary data on IBI110 (LAG-3 mAb) released at ASCO |
【Company Research】JOYY Inc. (YY US) – Muted growth on soft macro while margin intact |
【Company Research】Meituan (3690 HK) – Recovery in sight with better margin outlook |
【Fixed Income Research】CENCHI - Buy on CENCHIs |
【Company Research】Smoore Int’l (6969 HK) – Overseas order and the new disposable vape to sustain growth throughout 2022E |
【Sector Research】China Auto Sector – Strong NEV sales recovery in May |
【Sector Research】China Auto Sector – Purchase-tax cut exceeds our expectation |
【Company Research】Topsports (6110 HK) – Drags are expected, turnaround in 2H23E likely |
【Fixed Income Research】eHi Car Services: Weak 1Q22 results partly due to limited used car disposal |
【Sector Research】China Technology Sector – China TMT Hardware barometer |