| 【Company Research】Bosideng (3998 HK) – 1H24 results beat and a resilient strategy |
| 【Company Research】Meituan (3690 HK) – Proactive competitive strategy may weigh on near-term margin but benefit LT growth |
| 【Company Research】PDD Holdings (PDD US) – International expansion drove a strong beat for 3Q results |
| 【Fixed Income Research】HAOHUA/CNBG/SYNNVX: Leverage plays on central SOEs |
| 【Company Research】Botanee Biotech (300957 CH) – Headwinds endure |
| 【Sector Research】China Construction Machinery – Huge AWP expansion plan by SANY points to deterioration of competitive landscape |
| 【Company Research】Giant Biogene (2367 HK) – Pioneer in recombinant collagen market |
| 【公司研究】周大福 (1929 HK) – 上半年收入/核心净利+6%/+38% |
| 【Company Research】DPC Dash (1405 HK) – Value, delivery and new markets-driven growth |
| 【Company Research】Baozun (BZUN US) – Eye on GAP revitalization & livestreaming ecommerce expansion |
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