【Company Research】GDS (GDS US) – Lockdowns add uncertainty to move-in schedule |
【Company Research】GDS (9698 HK) – Lockdowns add uncertainty to move-in schedule |
【Company Research】Xiaomi (1810 HK) – Weak 1Q22 in-line; Expect short-term challenges |
【Sector Research】China Banking Sector – Scenario analysis on banks’ balance sheet |
【Company Research】Tencent (700 HK) – Recovery to delay with epidemic and transitions |
【Sector Research】China Property Sector – Introduce leading indicator (GAIN) to gauge property sales; Reiterate strong buy |
【Company Research】TME (TME US) – Resilient subs to offset soft ads and social |
【Sector Research】China Property Sector – Now is the time to buy |
【Sector Research】China Auto Sector – Will April showers bring May flowers? |
【Fixed Income Research】China South City: Completion of SZCDG's equity injection |