| 【Company Research】Netflix (NFLX US) – Entering the AVOD space |
| 【Company Research】Yum China (9987 HK) – 3Q23 result missed and we will stay cautious |
| 【Company Research】Xiaomi (1810 HK) – 3Q23E preview: Resilient smartphone sales with margin expansion; maintain BUY |
| 【Company Research】BYDE (285 HK) – NDR Takeaways: Android upside, NEV ramp-up and Jabil synergies |
| 【Sector Research】China Technology – Implications of AMD 3Q23: PC recovery, smooth ramp-up of MI300 Series and AI PC opportunities |
| 【Company Research】Joinn Laboratories (6127 HK) – Wait longer for recovery |
| 【Sector Research】China Auto Sector – NEV sales push at month-end leads to Oct beat |
| 【Company Research】SANY International (631 HK) – Weak revenue growth in the price; overseas growth story still intact |
| 【Company Research】Prada SpA (1913 HK) – 3Q reported/cFX rev +3%/+10%; Miu Miu +48% |
| 【Company Research】China Longyuan (001289 CH) – Lead the way as the renewable frontrunner |
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