| 【Company Research】Budweiser APAC (1876 HK) – 3Q preview: flattish rev/EBITDA growth |
| 【Sector Research】Technology (Hardware/Semi): Quick note on newly announced restrictions on advanced AI chips |
| 【Sector Research】China Technology: Implications of the US’s updated chip restrictions to global/domestic SPE and GPU companies |
| 【Company Research】Xtep (1368 HK) – An inline 3Q23 and strong FY24E guidance |
| 【Company Research】BYDE (285 HK) – 3Q23 beat and raise; Our sector top pick |
| 【Fixed Income Research】Opportunities from tender offer and repurchases |
| 【Sector Research】Technology (Hardware/Semi): Thematic investment and megatrend: Riding the AI wave into the next phase |
| 【Company Research】Tencent (700 HK) – Expect steady 3Q23 despite macro uncertainty |
| 【公司研究】大健云仓 (GCT US) – 基于数据驱动的B2B大件物流先锋 |
| 【Company Research】Weichai Power (000338 CH) – 3Q23 earnings surged 120-200% YoY; Strong gas trucks sales continue to be key driver |
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