【Company Research】Kuaishou (1024 HK) – Expecting another upbeat quarter |
【Company Research】Baidu (BIDU US) – Takeaway from 2023 Baidu World Conference |
【Company Research】Anta Sports (2020 HK) – 2023 Investor Day and the new 3 years targets: excited about Anta brand's new strategies |
【行业研究】必需消费行业 – 双十一护肤品类预售期概要 |
【Sector Research】China Insurance – 9M23 CN Insurers Monthly: Life growth narrowed in line; P&C growth diverged in auto & non-auto |
【Company Research】iQIYI (IQ US) – Expecting upbeat margin on better ARM |
【Sector Research】China Property Sector: NBS Sep data: gloomy as expected, no strong rebound, only mild recovery in 4Q in our view |
【Company Research】Budweiser APAC (1876 HK) – 3Q preview: flattish rev/EBITDA growth |
【Sector Research】Technology (Hardware/Semi): Quick note on newly announced restrictions on advanced AI chips |
【Sector Research】China Technology: Implications of the US’s updated chip restrictions to global/domestic SPE and GPU companies |