| 【Sector Research】Auto - Resilient leading indicators during off-peak time |
| 【Company Research】Yuexiu Transport (1052 HK) - 1H24 earnings down 27% YoY below our expectation; expect a better 2H24E |
| 【Company Research】Tongda (698 HK) - 1H24E preview: eyes on Android recovery and smart tech growth |
| 【Company Research】ImmuneOnco (1541 HK) - Achieved significant overseas licensing partnership |
| 【Company Research】Xiaomi (1810 HK) - 2Q24E preview: expect resilient core earnings with better EV profitability; Reiterate BUY |
| 【Company Research】Amazon (AMZN US) - 2Q earnings beat; YoY margin expansion remains on track although the pace may slow |
| 【Sector Research】Technology - Apple 3QFY24 beat on strong iPad and services; Awaiting iOS18/Apple Intelligence launch in fall |
| 【Company Research】DPC Dash (1405 HK) - Outlook stays healthy after positive profit alert |
| 【Company Research】Hutchmed (13 HK) - Fruquintinib’s overseas sales beat |
| 【Sector Research】Auto - Likely first MoM rise for Jul NEV retail since 2021 |
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