| 【Company Research】Hua Hong Semiconductor (1347 HK) – Corp Day Takeaways: Solid 2Q guidance; 12-inch capacity expansion on track |
| 【Company Research】Shennan Circuits (002916 CH) – Corp Day Takeaways: Company’s operation remains normal, little impact from COVID |
| 【Company Research】ZTE (763 HK) – Corp Day Takeaways: Stable growth for 2022E |
| 【Company Research】BOE Varitronix (710 HK) – Corp Day Takeaways: promising outlook in automotive display |
| 【Company Research】BeiGene (BGNE US) – Harvest season for a global leading biopharma company |
| 【Fixed Income Research】FOSUNI: Change recommendations on FOSUNIs to Hold from Buy |
| 【Company Research】Glodon (002410 CH) – Infrastructure construction management as new growth driver in the 9th Three-Year Plan |
| 【Company Research】Jiumaojiu (9922 HK) – SSS rebounds in May and costs control pay off |
| 【Company Research】ASM Pacific (522 HK) – Corp Day Takeaways: AP and automotive to drive long-term growth |
| 【Sector Research】China Banking Sector – Expecting asset quality to deteriorate in 2H22 |