| 【Company Research】TME (TME US) – Improving profitability despite pressure on social entertainment business |
| 【Company Research】Mobvista Inc. (1860 HK) – Moving into 2H23E acceleration |
| 【Sector Research】China Technology – Global foundry 2Q23 Wrap: prolonged inventory correction; slower demand recovery in 2H |
| 【Sector Research】China Property Sector – NBS 7M23 data: awaiting for more policy implementation |
| 【Company Research】Huya Inc. (HUYA US) – Shift to game monetization in transition year |
| 【Fixed Income Research】Yanlord: Continue to navigating through the storm well |
| 【Company Research】Xiaomi (1810 HK) – Key takeaways from product launch event: MIX Fold 3/Redmi K60 Ultra/Pad 6 Max/CyberDog 2 and more |
| 【Sector Research】Hardware – Optical transceivers : Investors expect spectacular results in the AI infrastructure arms race |
| 【Company Research】China Feihe (6186 HK) – 1H below us; near-term recovery could just be wishful thinking |
| 【Company Research】Li Ning (2331 HK) – Reiterated guidance but we remained cautious |
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