| 【Company Research】TK Group (2283 HK) - Positive profit alert in 1H24E; Strong order momentum to continue into 2H24/FY25E |
| 【Sector Research】Semiconductors - PCB sector: 1H24 earnings preview |
| 【Company Research】Yancoal Australia (3668 HK) - 2Q24 sales volume +1%; Full-year target still achievable |
| 【Company Research】Ping An (2318 HK) - Expect $3.5bn CB dilutive effect to be short-term |
| 【Company Research】Baidu (BIDU US) - Impact from proactive business adjustment likely in line with our expectation |
| 【Company Research】Minth Group (425 HK) - Overseas foundation to withstand trade risks |
| 【公司研究】哔哩哔哩 (BILI US) - 2024年投资者大会:社区及商业化健康发展 |
| 【Company Research】Tencent (700 HK) - Earnings growth stability continues |
| 【Company Research】Naura Technology (002371 CH) - 1H24 profit alert points to solid 2Q results |
| 【Company Research】Xtep (1368 HK) - Cautiously optimistic after a resilient 2Q24 |