【Company Research】InnoCare Pharma (9969 HK) – Orelabrutinib showed impressive efficacy in r/r-CLL/SLL |
【Company Research】China Tower (788 HK) – 1Q21 in-line; tower business remains slow |
【Company Research】Hikvision (002415 CH) – Intelligent camera leadership strengthened |
【行业研究】中国新能源汽车行业 – 造车新势力:引领汽车电动化浪潮 |
【Company Research】Great Wall Motor (2333 HK) – Marketing takes the lead |
【Company Research】Shennan Circuits (002916 CH) – Margin pressure to persist on rising material cost; Maintain HOLD |
【Sector Research】China Brokerage Sector – Structural changes occurring; valuation attractive to play beta |
【Company Research】Baozun Inc. (9991 HK) – TAM expansion with new channels and M&A |
【Company Research】Baozun Inc. (BZUN US) – TAM expansion with new channels and M&A |
【Company Research】Alibaba (BABA US) – Investment for long-term growth |