| 【Company Research】Sinotruk (Hong Kong) (3808 HK) – Expect strong growth to continue after the impressive 1H23; U/G to BUY |
| 【Company Research】Weichai Power - A (000338 CH) – 2Q23E earnings to grow 30-65%; recovery story intact |
| 【Company Research】Weichai Power (2338 HK) – 2Q23E earnings to grow 30-65%; recovery story intact |
| 【Sector Research】China Technology Sector – Implications of Dutch additional export control |
| 【Company Research】GAC Group (2238 HK) – 2Q23E NP to fall QoQ; Hyper margin key in 2H23 |
| 【Company Research】BYD Company (1211 HK) – 2Q23E preview: net profit to rise 7% QoQ |
| 【Company Research】Geely Automobile (175 HK) – 1H23E earnings preview: All eyes on the Galaxy |
| 【Sector Research】China Auto Sector – All-time high sales for Li Auto, BYD, Aion, Leap |
| 【Company Research】Bosideng (3998 HK) – FY23 results missed and a moderate outlook |
| 【Company Research】Topsports (6110 HK) – Localization and efficiency-led turnaround |
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