【Company Research】Jinxin Fertility (1951 HK) – Acquisition of two IVF hospitals to enhance ARS network in southwest China |
【Company Research】Great Wall Motor (2333 HK) – 1Q22 earnings beat on vehicle upscaling |
【Company Research】SANY Heavy Industry (600031 CH) – 2021 results: Big miss on a surprising net loss in 4Q21; Yet to see meaningful recovery in the near term |
【Company Research】Far East Horizon Limited (3360 HK) – 1Q22 review: Stable and sound development under the “finance + industry” strategy |
【Sector Research】China Consumer Staples – Valuations at 5-year low; a silver-lining to the current uncertainty sell-off? |
【Company Research】Joinn Laboratories (6127 HK) – China-based DSA leader with global vision |
【Company Research】TME (TME US) – Soft social entertainment on epidemic |
【Sector Research】China Property Sector – Pandemic, Policy and Political bureau meeting |
【Fixed Income Research】JIAYUA – Case on the late payment of CP to be dropped soon |
【Company Research】Willsemi (603501 CH) – In-line FY21 results: Solid non-mobile CIS growth overshadowed by weak smartphone CIS |