| 【Company Research】Tongda (698 HK) – Positive on earnings recovery in FY24-25E after disposal of Apple business |
| 【Company Research】Luxshare (002475 CH) – Acquisition of Pegatron’s Kunshan plant to further boost iPhone assembly share gain |
| 【Company Research】Xiaomi (1810 HK) – Key takeaways from Xiaomi SU7 launch: Positive on EV tech breakthroughs and 1H24E mass production |
| 【Company Research】Xtep (1368 HK) – Acquisition of 50% of the Saucony & Merrell China JV and 40% of the Saucony IP Company |
| 【Company Research】J&T Express (1519 HK) – Largest express delivery operator in SEA to expand globally |
| 【行业研究】海外顶奢消费跟踪 – 压制需求释放后，明年增长常态化 |
| 【Company Research】Topsports (6110 HK) – Turnaround continues after a resilient 3Q24 |
| 【Sector Research】China Property Sector – NBS Nov data in line, expect new policy in BJ/SH to boost secondary market in Dec |
| 【Sector Research】 China Technology – Takeaways of Intel AI Everywhere: Meteor Lake poised to unleash AI PC cycle in 2024 |
| 【Sector Research】China Internet – November online retail sales recap |
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