| 【Company Research】Wingtech (600745 CH) – 3Q results confirmed ODM back on track; poised for further growth |
| 【Sector Research】China Technology – Implications of UMC 3Q23: inventory correction, UTR/ margin under pressure, PC & smartphone rush order |
| 【Company Research】ZTE (000063 CH) – Mixed 3Q results |
| 【Company Research】ZTE (763 HK) – Mixed 3Q results |
| 【Company Research】Shanghai Jahwa (600315 CH) – 3Q rev/np -11%/40%; a significant miss |
| 【Sector Research】China Technology – Implications of Texas Instruments 3Q23: weaker industrial, destocking and slower China recovery |
| 【Company Research】FIT Hon Teng (6088 HK) – Recent correction overdone; 3Q23 earnings recovery on track |
| 【公司研究】华润啤酒 (291 HK) – 消费企业日经营交流纪要 |
| 【Sector Research】China Heavy Duty Truck – Is the growth of natural gas truck sales sustainable? |
| 【Sector Research】China Technology – Implications of TSMC 3Q23: cycle nearing the bottom; Positive on smartphone/PC supply chain |
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