| 【Company Research】Tigermed (300347 CH) – Business stabilizing from late September |
| 【Company Research】Great Wall Motor (2333 HK) – 3Q23 earnings a strong beat |
| 【Company Research】Glodon (002410 CH) – Sector headwinds continue to impact growth |
| 【Sector Research】China Auto Sector – Strong 4Q23 sales mixed with rising competition |
| 【Company Research】GAC Group (2238 HK) – Aion’s turning profitable as a positive catalyst |
| 【Company Research】Li Ning (2331 HK) – Value is distressed but end demand is key |
| 【Company Research】Wingtech (600745 CH) – 3Q results confirmed ODM back on track; poised for further growth |
| 【Sector Research】China Technology – Implications of UMC 3Q23: inventory correction, UTR/ margin under pressure, PC & smartphone rush order |
| 【Company Research】ZTE (000063 CH) – Mixed 3Q results |
| 【Company Research】ZTE (763 HK) – Mixed 3Q results |
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