【Company Research】CR Mixc Lifestyle (1209 HK) – MixC’s acquisition of Zhongnan PM a better deal than Yujia |
【Company Research】New World Development (17 HK) – Look at NWD from a mainland angle |
【Sector Research】China Banking Sector – Implications of Jan LPR drop |
【Sector Research】China Property Sector – Mildly positive if the government relaxes pre-sales funds regulation |
【Fixed Income Research】CSCHCN - Maturity extensions fully priced in, maintain OW |
【公司研究】三一重装国际 (631 HK) – 订单强劲,预计22年增速加快 |
【Company Research】Anta Sports (2020 HK) – 4Q21 inline but we are prudent about FY22E |
【Company Research】Tencent (700 HK) – Factoring in ads & games headwinds |
【Fixed Income Research】Health and Happiness (BTSDF) New Issue |
【Company Research】Jiumaojiu (9922 HK) – Still hindered by industry down-cycle |