| 【Sector Research】China Insurance - 6M24 monthly: Life prints better-than-expected on high base; P&C dragged by auto sales |
| 【Company Research】Jiumaojiu (9922 HK) - We see risks in 2H24E after the miss in 2Q24 |
| 【行业研究】中国医药 - 政策利好持续兑现 |
| 【Company Research】Sunny Optical (2382 HK) - Positive profit alert alleviates GPM concerns; Upgrade to BUY |
| 【Company Research】Meidong Auto (1268 HK) - We expect 1H24 to be still profitable |
| 【Company Research】TK Group (2283 HK) - Positive profit alert in 1H24E; Strong order momentum to continue into 2H24/FY25E |
| 【Sector Research】Semiconductors - PCB sector: 1H24 earnings preview |
| 【Company Research】Yancoal Australia (3668 HK) - 2Q24 sales volume +1%; Full-year target still achievable |
| 【Company Research】Ping An (2318 HK) - Expect $3.5bn CB dilutive effect to be short-term |
| 【Company Research】Baidu (BIDU US) - Impact from proactive business adjustment likely in line with our expectation |