| 【Company Research】Meta (META US) - 2Q24 earnings beat; intact FY24 earnings growth outlook despite AI investment |
| CMBI Fixed Income - NWDEVL: A step to resume access to capital markets |
| 【Company Research】New Oriental (EDU US) - Core educational business sustained strong momentum |
| 【Company Research】Microsoft (MSFT US) - Results inline; AI demand remains strong and unmet |
| 【Company Research】BaTeLab (2149 HK) - Key domestic analog patterned wafer player well positioned to have multiple years of growth ahead |
| 【Company Research】WuXi AppTec (603259 CH) - Impressive order growth despite geopolitical uncertainties |
| 【Company Research】Yuexiu Transport (1052 HK) - 1H24E preview: Expect net profit to -14% YoY due to traffic diversion |
| 【Sector Research】Property - Weekly highlight: sales decline may narrow in Aug |
| 【Company Research】Palo Alto Networks (PANW US) - Cybersecurity giant poised for new round of growth |
| 【Company Research】Chow Tai Fook (1929 HK) - Sales under ST pressure, fixed-price products to contribute more |