| 【Company Research】Biocytogen (2315 HK) – Reducing burn rate with strong income growth and better operating efficiency |
| 【Company Research】Onewo (2602 HK) – 1H23 earnings missed. Is bidding with capital injection an unhealthy strategy? |
| 【Company Research】ZhongAn (6060 HK) – Strong investment and UW profits drive 1H23 earnings turnaround |
| 【Company Research】Xiabu Xiabu (520 HK) – More time is needed to reform and recover |
| 【Company Research】CMGE Technology (302 HK) – Looking into improving profitability in 2H23E |
| 【Company Research】Tsingtao Brewery (168 HK) – 2Q rev/np +8%/14% on recurring strengths |
| 【Company Research】Jiangsu Hengli (601100 CH) – 2Q23 earnings +24%; Gross margin below expectations but likely rebounds |
| 【Company Research】SenseTime (20 HK) – Focus on Generative AI business development |
| 【Company Research】Wingtech (600745 CH) – Strong 2Q23 results on ODM business turning profitable |
| 【Company Research】Innolight (300308 CH) – Investors focusing on 800G transceivers ramp-up after 1H23 results |