| 【Company Research】Tencent (700 HK) - Inline 2Q24 results; games business to drive revenue growth acceleration in 2H24E |
| 【Company Research】China Lilang (1234 HK) - Guidance cut amid uncertainties in 2H24E |
| 【Sector Research】China Insurance - Insurance funds: Life/P&C diverged in allocation; financial yields marginally recovered in 2Q |
| 【公司研究】贝克微 (2149 HK) - 中国领先的模拟图案晶圆供应商有望实现长期增长 |
| 【Company Research】FIT Hon Teng (6088 HK) - 2Q24 in-line; Upbeat guidance on power busbar and liquid cooling order wins |
| 【Company Research】TME (TME US) - Inline 2Q24 results; focus on balanced growth of music subs and ARPPU in 2H24E |
| 【Company Research】Q-Tech (1478 HK) - 1H24 earnings recovery on fast track; reiterate BUY |
| 【公司研究】华虹半导体 (1347 HK) - 市场需求逐步回暖，产能利用率接近满载 |
| 【Company Research】361 Degrees (1361 HK) - The cautious outlook is likely priced in |
| 【Company Research】Ke Holdings (BEKE US) - Solid market share gains amid uncertain environment |
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