| 【Company Research】Goertek (002241 CH) – 1H23 weakness in-line; Lower TP on slower demand recovery |
| 【Company Research】China Suntien (956 HK) – Marginally drop in gas transmission volume and steady power generation |
| 【Company Research】Xiaomi (1810 HK) – 2Q23 beat on record-high margin; Reiterate BUY |
| 【Company Research】BYDE (285 HK) – 1H23 beat and promising outlook; Lift TP to HK$41.98 |
| 【Company Research】BYD Company (1211 HK) – Solid 2Q23 earnings quality; Eyes on upmarket |
| 【Company Research】NIO Inc. (NIO US) – Little sign of profit turnaround after 2Q23 miss |
| 【Company Research】Huitongda Network (9878 HK) – Looking into recovery in 2H23E |
| 【Company Research】Baozun (BZUN US) – BBM on good progress |
| 【Company Research】Yili Industrial (600887 CH) – 2Q rev/np +1%/3%; all eyes on cost savings |
| 【Company Research】 Binjiang Service (3316 HK) – 1H23 missed, future growth under pressure |
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