| 【Company Research】Ping An (2318 HK) – Channel reform is close to the finish line |
| 【Company Research】Jiumaojiu (9922 HK) – Re-opening, margins & Song are key drivers |
| 【Company Research】Xtep (1368 HK) – Inventory not a worry and guidance maintained |
| 【Company Research】Anta Sports (2020 HK) – Anta/ FILA to turn around & Amer to break even |
| 【Company Research】GDS (GDS US) – Lacks visibility in recovery timeline |
| 【Company Research】GDS (9698 HK) – Lacks visibility in recovery timeline |
| 【Company Research】Kuaishou (1024 HK) – Another upbeat quarter; 2H22E outlook on track |
| 【Company Research】Glodon (002410 CH) – Penetrating into basic infrastructure segment |
| 【Company Research】Xpeng Inc. (XPEV US) – New Xpeng in the making? |
| 【Company Research】Tongcheng-Elong (780 HK) – Recovery on good track |