【招商证券】 Mandi led growth in FY22E, NRDL renewal de-risked.pdf

FY22 Preview： Strong execution of “3+3 Strategy”; Raise TP to HK$2.66

快手 (1024 HK) 预计 FY22E 开局稳健

Yanlord：Resilient FY22 results and business model; maintain Buy

FY22 preview： 2H22 UW margin improvement

Hopson： weaker but much better than peers FY22

Nayuki Holdings Limited (2150 HK) 期待 FY22E 的数字化

FY22业绩盈喜同增300%+，绑定运动赛道，维秘运营改善，FY23趋势可期

FY22E preview; Bumpy recovery in 2023

Yanlord：Resilient FY22 results and business model; maintain Buy

FY22业绩不及预期；零售能力强化