| 【Company Research】TME (TME US) - Inline 2Q24 results; focus on balanced growth of music subs and ARPPU in 2H24E |
| 【Company Research】Q-Tech (1478 HK) - 1H24 earnings recovery on fast track; reiterate BUY |
| 【公司研究】华虹半导体 (1347 HK) - 市场需求逐步回暖,产能利用率接近满载 |
| 【Company Research】361 Degrees (1361 HK) - The cautious outlook is likely priced in |
| 【Company Research】Ke Holdings (BEKE US) - Solid market share gains amid uncertain environment |
| 【Company Research】Rimag Group (2522 HK) - A leading medical imaging service provider in China |
| 【Company Research】Hua Hong Semi (1347 HK) - Slowly but surely, gradual recovery is in play |
| 【行业研究】中国医药 - 反弹趋势基本确定,业绩有望复苏 |
| 【公司研究】三生制药 (1530 HK) - 核心品种增长稳健,创新产品迎来收获;首予买入 |
| 【Company Research】BeiGene (BGNE US) - Sales exceeding expectations and achieving non-GAAP profitability |