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ChangeInTP / Equity
- EQUITA SIM: WORLDLINE (BUY; Unchanged): 1Q22 sales by Equita Sim
- EQUITA SIM: ARISTON GROUP (BUY; Unchanged): 1Q22 results by Equita Sim
- China Beer: Key takeaways from beer expert call. by UOB
- UCB | BUY |EUR130 v. 130 • New delay regarding FDA approval of Bimzelx by Bryan Garnier
- GENMAB NEUTRAL | DKK2100 Genmab: Upgrading to neutral, positive 1Q data, trends, and execution, but is it enough? by Bryan Garnier
- China Gas: Margin pressure and weaker gas consumption demand due to lockdown. by UOB
- China Automobile: Weekly: PV retail sales spiked 30% mom in May, in line with estimates, and may grow >10% mom in June. by UOB
- China Internet: 618 shopping gala − On track for a meaningful recovery. by UOB
- China Condiment: Cautiously optimistic on the sector’s recovery. by UOB
- China Automobile - Weekly: BYD Guides For 2Q22 Net Profit At Rmb1.99b-2.79b, Beating Expectations by UOB
- BICO GROUP | UNDER REVIEW vs. BUY | Under Review by Bryan Garnier
- China/Hong Kong Insurance: Slight positive impacts on China’s economic reopening, but weaker consumption and structural headwinds to persist in 2H22. by UOB
- China Automobile: Weekly - Downgrade battery material segment on oversupply from 2023. by UOB
- Media The sector deserves more despite headwinds by Bryan Garnier
- DELIVEROO: H1 highlights the resilient EBITDA trend despite inflation | NEUTRAL | 130p vs. 140p by Bryan Garnier
- China Consumer Weekly: Remain upbeat on CTGDF; maintain Li Ning as top sportswear pick. by UOB
- China Property: Sector seeing inflection point of supply-side policy. by UOB
- ALFEN: Charging ahead: Alfen powers on | BUY | EUR140 VS. EUR115 by Bryan Garnier
- China Healthcare: Outperformers in a possible global recession. by UOB
- China Automobile: Weekly - Passenger EV sales Up 74% yoy and 10% mom, beating estimates. by UOB
- China Dairy: Too early to talk about the market size ceiling. by UOB
- China Internet: Online Gaming - 3Q22 game market remained weak after lockdowns. by UOB
- China Automobile Weekly: Takeaways from marketing. Maintain OVERWEIGHT. Top picks: CATL, Fuyao Glass and Ningbo Xusheng. by UOB
- VIDRALA: RDOS. 9MESES’22 Y CAMBIO DE P.O. A LA BAJA (ANÁLISIS BANCO SABADELL) by Sabadell
- China Industrial Automation: Cherry picking amid industry downcycle. by UOB