【Company Research】GDS (GDS US) – Lacks visibility in recovery timeline |
【Company Research】GDS (9698 HK) – Lacks visibility in recovery timeline |
【Company Research】Kuaishou (1024 HK) – Another upbeat quarter; 2H22E outlook on track |
【Company Research】Glodon (002410 CH) – Penetrating into basic infrastructure segment |
【Company Research】Xpeng Inc. (XPEV US) – New Xpeng in the making? |
【Company Research】Tongcheng-Elong (780 HK) – Recovery on good track |
【Fixed Income Research】INDYIJs: still offers decent risk-return profile |
【Company Research】InnoCare Pharma (9969 HK) – Strong sales of orelabrutinib in 1H22 |
【Company Research】Ming Yuan Cloud (909 HK) – Weak SaaS demand with tighter cost control ahead |
【Sector Research】China Banking Sector – Banks’ asset quality remained stable in 2Q22; LPR cut in line with market expectations |