【Company Research】Sunny Optical (2382 HK) – Soft HLS/HCM in Aug; Still awaiting turning point |
【Company Research】Bilibili (BILI US) – Short-term pressure from macro uncertainty |
【Sector Research】China Technology Sector- Apple Launch Event: new iPhone 14/Airpods/Watch inline; No price hike is the major surprise |
【Company Research】ClouDr (9955 HK) – Digitalizing the chronic condition management market in China |
【Sector Research】China Consumer Staples – A diverging 1H; mix upgrade and cost savings were keys to stay relevant |
【Company Research】NIO Inc. (NIO US) – Strongest 4Q22 sales volume among NEV trio |
【Fixed Income Research】MEITUA: Switch trade idea |
【Company Research】Haier Smart Home (6690 HK) – Solid guidance and edges despite headwinds |
【Company Research】GCL Technology (3800 HK) – NDR takeaways: On-track capacity growth & cost reduction |
【Company Research】Venus Medtech (2500 HK) – Shifted to profit oriented strategy |