| 【Company Research】Shanghai Jahwa (600315 CH) – 3Q rev/np -11%/40%; a significant miss |
| 【Sector Research】China Technology – Implications of Texas Instruments 3Q23: weaker industrial, destocking and slower China recovery |
| 【Company Research】FIT Hon Teng (6088 HK) – Recent correction overdone; 3Q23 earnings recovery on track |
| 【公司研究】华润啤酒 (291 HK) – 消费企业日经营交流纪要 |
| 【Sector Research】China Heavy Duty Truck – Is the growth of natural gas truck sales sustainable? |
| 【Sector Research】China Technology – Implications of TSMC 3Q23: cycle nearing the bottom; Positive on smartphone/PC supply chain |
| 【Company Research】Topsports (6110 HK) – Turnaround is on track despite bumpy sales |
| 【Company Research】Innolight (300308 CH) – Strong 3Q results on accelerating AI revenue |
| 【Company Research】Luxshare (002475 CH) – Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business |
| 【Company Research】Kweichow Moutai (600519 CH) – 3Q rev/np +13%/16%; mixed near-term outlook |
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