| 【Sector Research】China Technology – SMIC/Hua Hong Semi 3Q23: in-line revenue; ASP/GPM pressure to persist into 4Q23E |
| 【Sector Research】Technology (Hardware/Semi): Thematic investment & megatrend: CSP3 & Meta ramp up spending to stay at the AI front line |
| 【Fixed Income Research】HRINTH: The repurchase focuses changed? |
| 【Company Research】Hutchmed (13 HK) – Big milestone achieved with fruquintinib successfully approved by US FDA |
| 【Company Research】Weibo (WB US) – Soft consumption weighs on ad recovery |
| 【Company Research】Li Auto Inc. (LI US) – Mega could be a positive catalyst |
| 【Company Research】FIT Hon Teng (6088 HK) – 3Q23 earnings beat on better product mix and record-high GPM |
| 【Company Research】CR Power (836 HK) – Sep operating data recap |
| 【Company Research】FriendTimes Inc. (6820 HK) – Eye on upcoming launch of Twist of the Fate |
| 【Company Research】Ke Holdings (BEKE US) – Expecting a sequential recovery in 4Q |
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