| 【Company Research】BYD Electronics (285 HK) – 1Q22 profit warning; Headwinds to persist into 2Q22 |
| 【Sector Research】China Banking Sector – High provision banks will outperform |
| 【Company Research】Baidu (BIDU US) – Soft ads to linger in 2Q22E for epidemic |
| 【Company Research】Alibaba (BABA US) – Factoring in epidemic impact |
| 【Company Research】Anta Sports (2020 HK) – Factoring in a negative outlook for 2Q22E |
| 【Sector Research】China Construction Machinery – Consensus yet to reflect the earnings downside; D/G SANY Heavy & Zoomlion-A |
| 【Sector Research】China Technology Sector – Implications of TSMC and Largan results |
| 【Company Research】Hikvision (002415 CH) – Short term margin pain amid business transformation |
| 【Sector Research】China Auto Sector – March sales: Double hit in supply and demand |
| 【Company Research】Maxscend (300782 CH) – 1Q22 preliminary results: top-line better than feared, bottom-line miss; Maintain BUY |