| 【Company Research】Kuaishou (1024 HK) – Stronger DAU and ecommerce ahead |
| 【Company Research】Ming Yuan Cloud (909 HK) – Limited operating leverage when sales weaken |
| 【Sector Research】China Insurance– Overhang removed: Regulation on sales activities nearly finalized |
| 【Company Research】EVA Holdings (838 HK) – Poised for higher growth in 2H22 |
| 【Company Research】Huya Inc. (HUYA US) – Prudent outlook in 2H22E |
| 【Company Research】Bilibili (BILI US) – The worst is over |
| 【Company Research】Meituan (3690 HK) – Recovery on good track |
| 【Company Research】FIT Hon Teng (6088 HK) – 3+3 Strategy starts to bear fruit; Raise TP to HK$1.78 |
| 【Company Research】BeiGene (BGNE US) – Positive on the US BLA approval of tislelizumab despite the deferral |
| 【Company Research】Smoore Int’l (6969 HK) – Preliminary results came in better than we expected |