| 【Company Research】Anta Sports (2020 HK) – Costs control and efficiency gains are the keys |
| 【Company Research】Simcere Pharmaceutical (2096 HK) – Innovative drugs contributing majority of sales |
| 【行业研究】中国医药 – 海外CXO 2Q23业绩综述：业绩出现分化；融资复苏尚需时间；需求展望有所改善 |
| 【Company Research】CR Power (836 HK) – 1H23 thermal power earnings turnaround; renewables energy segment accelerated growth |
| 【Company Research】Sunny Optical (2382 HK) – 1H23 first take: in-line with profit warning; Margin pressure remains an overhang |
| 【Company Research】BOE Varitronix (710 HK) – 1H23 first take: earnings miss on lower margin; expect order ramp and improving UTR in 2H23E |
| 【Company Research】Vesync (2148 HK) – An all-rounded beat and a bullish outlook |
| 【Company Research】Kuaishou (1024 HK) – Better margin outlook with strong ecommerce |
| 【Company Research】RemeGen (9995 HK) – Pursuit of sustainable long-term growth |
| 【Company Research】Baidu (BIDU US) – Monetization of LLM the next key to watch |
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