【Company Research】BOE Varitronix (710 HK) – Corp Day Takeaways: Chengdu auto display plant to drive growth in FY23E |
【Company Research】Baozun (BZUN US) – Focus on enhancing brand management |
【Company Research】iQIYI (IQ US) – Mild recovery with better margin ahead |
【Company Research】Xpeng Inc. (XPEV US) – Short-term negatives have been priced in |
【Company Research】BYDE (285 HK) – Corp Day Takeaways: 4Q recovery to continue; New growth drivers to accelerate in 2023 |
【Company Research】JOYY Inc. (YY US) – Margin surprise, with Shopline as next driver |
【Company Research】Xiaomi (1810 HK) – Corp Day Takeaways: smartphone destocking to continue into 4Q22E |
【Company Research】Bilibili (BILI US) – Focus on more sustainable growth |
【Sector Research】China Property Sector – Equity financing reopens to fuel another rally |
【Company Research】Q-Tech (1478 HK) – Corp Day Takeaways: Expect 4Q22E QoQ improvement; non-handset to accelerate in 2023 |