【Company Research】JS Global Lifestyle (1691 HK) – Hope for the best and prepare for the worst |
【Company Research】Huya Inc. (HUYA US) – Reinvesting for growth |
【Sector Research】China Property Sector – What is the end game? A detailed analysis of chairpersons’ possible bailout |
【Company Research】WuXi Biologics (2269 HK) – Non-COVID projects to see growth acceleration beyond 2022E |
【Company Research】TME (TME US) – Prudent on 4Q21E & FY22E topline growth |
【Sector Research】China Banking Sector – Supportive policy on carbon-efficient industry |
【Fixed Income Research】VNET (B2/B rated) – 3Y New Issue: FV 8.7% |
【Company Research】Sunac Services (1516 HK) – A possible win-win situation to acquire parentco’s commercial arm |
【Fixed Income Research】WESCHI - limited capex spent in Ethiopia so far. Still OW on robust China’s operation |
【Sector Research】China Internet Sector – Embracing a new normal of regulation |