【Company Research】Li Auto Inc. (LI US) - 2Q22 could be resilient after solid 1Q22 |
【Company Research】Midea Group (000333 CH) – 1Q22 beat and an excellent ToB game plan |
【Fixed Income Research】TQLTHI: Buy on Tianqi ‘22 |
【Company Research】Bud APAC (1876 HK) – 4Q beats and prompts further earnings upgrade |
【Sector Research】China Property Sector – What policy relaxation means for lower tier cities – Zhuzhou’s case study |
【Company Research】JS Global Lifestyle (1691 HK) – A slow start in FY22E but it is improving |
【Company Research】Meituan (3690 HK) – Looking beyond 2Q22E epidemic disruptions |
【Company Research】CN Logistics International (2130 HK) – A niche play with multiple growth drivers |
【Company Research】Yum China (9987 HK) – Constructive efforts but still under pressure |
【Company Research】China Tower (788 HK) – Core tower business to grow at slower pace; Maintain HOLD |