【Sector Research】China Express Delivery Sector – Easing ASP pressure in Aug to drive sector rebound |
【Company Research】HUTCHMED (13 HK) – A home-grown, global-facing Biopharma |
【公司研究】百勝中國 (9987 HK) – 疫情讓利潤再次受壓,但中期展望保持樂觀 |
【Sector Research】China Technology Sector – Apple Launch Event: iPhone 13/Watch 7 largely inline; no new AirPods 3 slightly disappointing |
【Company Research】AK Medical (1789 HK) – Big winner in National VBP |
【Sector Research】China Property Sector – NBS Aug data deteriorated rapidly |
【Company Research】CTGDF (601888 CH) – At near term trough; Shares likely mean-revert on sequentially better 4Q tourist traffic; Initiate at Buy |
【Company Research】United Energy Group (467 HK) – A fast-growing medium-sized IOC |
【Fixed Income Research】When dust is settling |
【Fixed Income Research】RISSUN – Buy RISSUN 8.95%’22 at 60 |