| 【Company Research】WuXi Biologics (2269 HK) - Robust performance in a challenging environment |
| 【Company Research】AAC Tech (2018 HK) - Riding on new upgrade cycle; Upgrade to BUY |
| 【Company Research】Onewo (2602 HK) - 1H24 missed, raised div. payout again to 100% of core net profit |
| 【Company Research】CSPC Pharmaceutical (1093 HK) - Legacy products faced pricing pressures |
| 【Company Research】Baidu (BIDU US) - More aggressive in Gen-AI empowered ads business transformation |
| 【Company Research】Minth Group (425 HK) - In-line 1H24 with better earnings visibility ahead |
| 【Company Research】NetEase (NTES US) - Intact quality game portfolio despite short-term growth deceleration |
| 【Company Research】Bilibili (BILI US) - Strong games and ads businesses to pave way for breakeven in 3Q24E |
| 【Company Research】Xiaomi (1810 HK) - 2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY |
| 【Company Research】Geely Automobile (175 HK) - Solid 1H24 earnings, better NEV outlook |