| 【Company Research】Tencent (700 HK) - Upbeat on games business and earnings growth outlook |
| 【Sector Research】Auto - Stable discounts imply resilient 3Q earnings |
| 【Sector Research】Auto - Sep NEV leading indicators set the tone for 4Q |
| 【Sector Research】Consumer Discretionary - Sequential improvement may support re-rating |
| 【Sector Research】Capital Goods - Who are buying/selling the sector? |
| 【行业研究】中国医药 - 预期基本面改善，看好高弹性板块 |
| 【Sector Research】Semiconductors - Sector valuation revisit after recent rally; Potential rerating opportunities ahead |
| 【行业研究】中国医药 - 海外医疗设备龙头业绩跟踪：整体承压，中国市场何时复苏成为关注焦点 |
| 【Company Research】China Hongqiao (1378 HK) - Expect higher ASP following China’s stimulus |
| 【Sector Research】Internet - 2Q24 recap & stock-picking ideas: Seeking certainty |
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