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Date
Title
04/01/22
One Asia Monthly Wrap-up - January 2022
01/12/21
One Asia Monthly Wrap-up - December 2021
29/10/21
One Asia Monthly Wrap-up - November 2021
01/10/21
One Asia Monthly Wrap-up - October 2021
01/09/21
One Asia Monthly Wrap-up - September 2021
Company Analysis
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Date
Title
25/03/22
Anta Sports (2020 HK/Buy) Taking it to the next level
11/11/21
NIO (NIO US/Buy) Ample near-term momentum
03/11/21
Midea Group (000333 CH/Buy) Robotics slow to take off
02/11/21
LONGi Green Energy Technology (601012 CH/Buy) Better positioned to weather uncertainties
01/11/21
China Mobile (941HK/Buy) 5G driving ARPU turnaround
Sector Analysis
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Date
Title
18/03/22
Games (Neutral/Initiate) The rise of blockchain games
03/12/21
[2022 Outlook] EVs/Autonomous Driving
01/10/21
China Beverages (Overweight/Initiate) Signs of spring
17/09/21
Hong Kong/China Biotech Corporate Day takeaways (Sep. 15-16)
26/07/21
China EVs (Overweight)
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