| 【Company Research】Anta Sports (2020 HK) - A moderate outlook and buybacks announced |
| 【Company Research】Zhejiang Dingli (603338 CH) - Boom lifts & US market remain the key drivers |
| 【Company Research】SenseTime (20 HK) - Strengthening Gen AI competitive edges |
| 【Company Research】Jiangsu Hengli (601100 CH) - Revenue acceleration with margin expansion in 2Q24; new products development on track |
| 【Company Research】Trip.com (TCOM US) - Resilient travel demand amid peak summer season to ease market concern |
| 【Company Research】TK Group (2283 HK) - 1H24 beat on strong margins; Positive outlook for wearables/AR&VR in 2H24/FY25E |
| 【Company Research】Ping An (2318 HK) - 2Q NBV stabilized against a high base; expect to see Group OPAT turnaround |
| 【公司研究】中国铁塔 (788 HK) - 1H24业绩稳健,维持“持有”评级 |
| 【Company Research】Jiumaojiu (9922 HK) - Transforming despite tough macro backdrop |
| 【Company Research】Greentown Service (2869 HK) - Solid 1H24 against industry headwinds |