| 【Company Research】PDD Holdings (PDD US) - 2Q earnings beat; investment opportunities arise with overreaction on softened outlook |
| 【Company Research】China Tower (788 HK) - Stable 1H24 results; Maintain HOLD |
| 【Company Research】AIA Group Ltd. (1299 HK) - 1H24 VNB beat with margin recovery; expect total >US$7bn cash returns to shareholders in FY24 |
| 【Company Research】Hansoh Pharma (3692 HK) - Leading innovative biopharma company |
| 【Company Research】iQIYI (IQ US) - Short-term headwind continues |
| 【Company Research】Tuhu Car (9690 HK) - Defensive play amid consumption downgrade |
| 【Company Research】Cloud Music (9899 HK) - Solid online music business fuels robust earnings growth |
| 【Company Research】Weibo (WB US) - Soft consumption sentiment continues to pressure ad revenue growth |
| 【Company Research】3SBio (1530 HK) - Solid earnings performance in 1H24 |
| 【Company Research】Innolight (300308 CH) - Solid 1H24 results w/ steady margin; Key investor call takeaway w/ strong demand outlook in 2H24 |
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