| 【Company Research】Zhejiang Jingsheng (300316 CH) – 2Q23 net profit +73% YoY in line; Arms race still good for equipment makers |
| 【Company Research】CR Beer (291 HK) – 1H rev/EBIT +13%/26%; Heineken grew 60% |
| 【Fixed Income Research】Longfor: How Longfor is different? |
| 【Company Research】FriendTimes Inc. (6820 HK) – Looking into moderate recovery in FY24E |
| 【Company Research】Xpeng Inc. (XPEV US) – 2Q23 GPM miss; Still a long way for healthy GPM |
| 【Company Research】Atour Lifestyle (ATAT US) – Remain cautiously optimistic after a solid 2Q23 |
| 【Company Research】Kingdee (268 HK) – Loss reduction on track |
| 【Company Research】Kindly Medical (1501 HK) – Rapid sales recovery in 1H23 |
| 【Company Research】Zhejiang Dingli (603338 CH) – 2Q23 earnings +35% YoY in line; Boom lift in overseas the upcoming driver |
| 【Sector Research】Hardware – Optical transceivers: Implications from Coherent 2Q23 results and guidance |
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