| 【Company Research】Alibaba (BABA US) – Remain committed to enhance shareholder returns |
| 【Sector Research】China Technology – Global fabless/IDM 3Q23 wrap: PC/SP recovery, auto/ industrial mixed; Eye on Edge AI as new growth driver |
| 【Sector Research】Technology (Hardware/Semi) – Hyperscalers to deploy more custom AI chips to optimize & integrate AI infrastructure for maximized performance |
| 【Company Research】NetEase (NTES US) – Games revenue growth accelerated with solid margin expansion |
| 【Fixed Income Research】HRINTH: What are behind the name change? |
| 【Sector Research】China Property Sector – NBS Oct data in line, Nov-Dec may continue to be weak on low buying sentiment |
| 【Company Research】JD.com (JD US) – Better-than-feared 3Q results |
| 【Company Research】Mobvista Inc. (1860 HK) – Margin intact with topline acceleration |
| 【Company Research】Xpeng Inc. (XPEV US) – GPM pressure persists despite possible sales beat |
| 【Company Research】Tencent (700 HK) – 3Q23 earnings beat on strong operating leverage and business innovation |
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