| 【Sector Research】China Auto Sector – Sep leading indicators: Tesla new orders fell |
| 【Sector Research】China Auto Sector – Sep discounts widened again |
| 【Sector Research】China Consumer Sector – An inline golden week but we will stay cautious |
| 【Company Research】CR Power (836 HK) – August operating data recap |
| 【Sector Research】China Internet – Trends observed from National Day Holiday |
| 【Company Research】BYDE (285 HK) – Scenario analysis of Jabil biz suggested 5-10% earnings upside in FY24/25E; Reiterate BUY |
| 【Company Research】Samsonite (1910 HK) – 3Q Preview: rev/adj EBITDA +20%/36% |
| 【Sector Research】China Auto Sector – Most NEV brands’ Sep sales volume on track |
| 【Company Research】Prada SpA (1913 HK) – 3Q preview: Embracing a normalised quarter |
| 【Sector Research】China Technology – Takeaways of Meta Connect 2023: Quest 3, Ray-Ban smart glasses and Meta AI Chatbot |
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