【Company Research】COLI (688 HK) – 3Q21 results slightly beat; potential re-rating on anti-cycle land acquisitions |
【Company Research】Anta Sports (2020 HK) – Reset expectations and long-term target remains intact |
【行業研究】中國房地產 – 房地產政策這次會更加連貫和堅決 |
CMBI - Recommendation Changes_20211013 |
【Sector Research】China AI surveillance – Gov’t projects picking up, power cuts impact limited |
【公司研究】龍源電力 (916 HK) – 強勁趨勢將繼續驅動四季度價值重估 |
【Fixed Income Research】MOLAND – Quick takes on consent solicitation |
【Company Research】Jiangsu Hengli (601100 CH) – Short-term impact of power outage; Wait for more positive signals |
【Company Research】Kintor Pharmaceutical (9939 HK) – Proxalutamide expects to deliver differentiated clinical results compared with molnupiravir |
【Company Research】TME (TME US) – Subs intact despite soft ads and social |