| 【行业研究】半导体 - 技术进步和国产替代推动半导体设备投资增长；北方华创首予买入评级 |
| 【Company Research】Xiaomi (1810 HK) - Key takeaways from Xiaomi Investor Day |
| 【Company Research】Li Ning (2331 HK) - Healthy outlook after a beat in retail discounts |
| 【Sector Research】Property - Weekly highlight: +ve progress on policy implementation, no remarkable recovery on sales |
| 【Company Research】Jiangsu Hengli (601100 CH) - 4Q23 & 1Q24 earnings not exciting; but more positive drivers to come |
| 【Company Research】InnoLight (300308 CH) - 1Q24 results set stage for accelerated growth in 2024 |
| 【Sector Research】China Insurance - 1Q24 listed life insurers’ growth dwindled; P&C rebounded in 3M24 driven by non-auto |
| 【Company Research】Bosideng (3998 HK) - From winter clothing to all seasons clothing |
| 【Company Research】Netflix (NFLX US) - Guiding higher OPM despite disclosure change |
| 【Sector Research】Technology - Huawei Pura 70 series set to boost share gain; Prefer BYDE, Q-tech and Tongda |
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