| 【Fixed Income Research】Seazen: IPs continue to matter |
| 【Company Research】Haidilao (6862 HK) - Waiting for new initiatives to shine, with yields |
| 【Company Research】Jinmao Property Services (816 HK) - Improved independence with a recovered central SOE as parentco; Upgrade to BUY |
| 【Fixed Income Research】Zhongsheng: Weaker 1H24 results but net debts reduction continues |
| 【Company Research】Wingtech (600745 CH) - 1H24 results review: Challenging 1H; looking for recovery in 2H |
| 【Company Research】Maxscend (300782 CH) - Revenue grew while GPM deteriorated due to intense competition and capacity ramp-up |
| 【Company Research】China Life (2628 HK) - Strong lift in banca NBV margin; investment income may continue to rebound in 2H24 |
| 【Company Research】United Imaging (688271 CH) - Resilient 1H24 performance amid market headwinds |
| 【Company Research】Atour Lifestyle (ATAT US) - Guidance raised again plus massive dividends |
| 【Company Research】Mindray (300760 CH) - Robust performance in a challenging industry environment |