| 【Company Research】Ke Holdings (BEKE US) – Short-term headwind, but bottoming out is in sight |
| 【Company Research】BYDE (285 HK) – NDR takeaways: Android recovery, auto/energy storage and Jabil mobility’s synergies |
| 【Company Research】TK Group (2283 HK) – 1H23 weakness amid industry headwinds; Positive on margin recovery in 2H23/FY24E |
| 【Company Research】Haidilao (6862 HK) – Store expansion may be the next catalyst |
| 【Company Research】Nayuki Holdings Limited (2150 HK) – Guidance revised and franchising is the key |
| 【Company Research】CR Mixc Lifestyle (1209 HK) – 1H23 earnings beat with surprise in dividend |
| 【Company Research】SANY International (631 HK) – Net profit in 2Q23 +19% YoY; Higher R&D spending but still a set of good quality results |
| 【Company Research】Great Wall Motor (2333 HK) – Resilient margins pave way for EV transition |
| 【Company Research】Nongfu Spring (9633 HK) – 1H rev/np +23%/25%; a neat beat on tea beverage |
| 【Company Research】Zoomlion (1157 HK) – 2Q23 net profit +50% YoY in line with expectations |
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