【Company Research】Midea Group (000333 CH) – 1Q22 beat and an excellent ToB game plan |
【Company Research】Bud APAC (1876 HK) – Solid 1Q22 on strong APAC East performance; we stay vigilant on potential volume risk in 2Q |
【Fixed Income Research】TQLTHI: Buy on Tianqi ‘22 |
【Sector Research】China Property Sector – What policy relaxation means for lower tier cities – Zhuzhou’s case study |
【Company Research】JS Global Lifestyle (1691 HK) – A slow start in FY22E but it is improving |
【Company Research】Meituan (3690 HK) – Looking beyond 2Q22E epidemic disruptions |
【Company Research】CN Logistics International (2130 HK) – A niche play with multiple growth drivers |
【Company Research】Yum China (9987 HK) – Constructive efforts but still under pressure |
【Company Research】China Tower (788 HK) – Core tower business to grow at slower pace; Maintain HOLD |
【Sector Research】China 5G Sector – Defensive play with upside potential |