| 【Fixed Income Research】Chinese AMCs: Another reality check |
| 【Company Research】Yancoal Australia (3668 HK) – Scarcity value yet to be explored; Resume coverage with BUY |
| 【Sector Research】China Auto Sector – What we worried earlier is partially priced in now |
| 【Sector Research】China Financials Weekly – CPIC agency FYP growth picked up in Jul-Aug |
| 【Sector Research】China 5G Sector – Expect telecom names continue to show strength in broad market weakness |
| 【Sector Research】China Technology - China smartphone: no signs of recovery in 4Q22E; too early to bottom fish |
| 【Company Research】Hutchmed (13 HK) – Fruquintinib to unlock the global potential in mCRC indication |
| 【Company Research】Airdoc Technology (2251 HK) – Expect recovery from 2H22 |
| 【Sector Research】China AI – U.S. may broaden AI chips export restrictions |
| 【Company Research】I-Mab BioPharma (IMAB US) – Ph2 data of lemzoparlimab (CD47) in 1L MDS released |
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