【Fixed Income Research】RSMACA – Equity placement is credit positive and shows on track fundraising progress |
【Company Research】JS Global Lifestyle (1691 HK) – Concerns on logistic constraint overdone |
【Fixed Income Research】EVERRE vs. HPDLF – Rashomon on the termination of the Evergrande Property Services deal |
【Fixed Income Research】MOLAND - Termination of the consent solicitation |
【公司研究】Vesync (2148 HK) – 結合中國制造和美國電商的小家電公司 |
【Company Research】Zhihu (ZH US) – Heading into 100mn MAU club |
【Company Research】Jinxin Fertility (1951 HK) – Significant synergies with the OB/GYN & pediatrics business |
【Company Research】Evergrande Property Services (6666 HK) – Pressure mounts after cancelled sale |
【Company Research】Xtep (1368 HK) – Slight beat in 3Q21 and guidance maintained |
【Sector Research】China Express Delivery Sector – On-track ASP improvement in Sep; Expect further increase on the back of policy support |