| 【Sector Research】China Hardware Optical Transceiver – Expert call takeaways: Steady demand outlook for market leaders |
| 【Sector Research】China Sportswear Sector – Decent 618 growth but with margins pressure |
| 【Company Research】Botanee Biotech (300957 CH) – A niche play that sees growth from brand incubation and an unparalleled R&D franchise |
| 【Sector Research】China Financials Weekly – Manageable impact of Henan village banks’ incident |
| 【Fixed Income Research】GZRFPR: The consent solicitation and scheme |
| 【Company Research】Proya Cosmetics (603605 CH)– On track to synergize its R&D franchise, hero products and live-streaming distribution |
| 【Sector Research】China Cosmetics – The crown jewel of the consumption spectrum; initiate Botanee/ Proya/ Jahwa with Buy |
| 【Sector Research】China Property Sector – Three reasons to drive the rally |
| 【Fixed Income Research】Macau Gaming: Q&A after the final draft of gaming law amendment bill |
| 【Company Research】Wanye Enterprises (600641 CH) – Corp Day Takeaways: Positive outlook on ”1+N” product platform |