| 【Company Research】Zhejiang Dingli (603338 CH) – 2Q23 earnings +35% YoY in line; Boom lift in overseas the upcoming driver |
| 【Sector Research】Hardware – Optical transceivers: Implications from Coherent 2Q23 results and guidance |
| 【Company Research】Bilibili (BILI US) – Monetization improvement while driving for ecosystem growth |
| 【Company Research】Intron Technology (1760 HK) – 1H23E Preview: strong growth despite industry headwinds; expect back-loaded in 2H23E |
| 【Company Research】Samsonite (1910 HK) – 2Q rev/np +33%/49%; strength extending to 2H |
| 【Company Research】JD.com (JD US) – Grinding through growth strategy pains |
| 【Company Research】China Lilang (1234 HK) – 1H23 inline and FY23E guidance maintained |
| 【Company Research】Tencent (700 HK) – Solid earnings growth on GPM expansion |
| 【Sector Research】China Internet – July online retail sales recap |
| 【Company Research】Alibaba (BABA US) – In-depth analysis into segment value |
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