| 【Company Research】Yum China (YUMC US) – Likely to be resilient and outperform in 2H23E |
| 【Company Research】Greentown Management (9979 HK) – Earnings in-line; Mgmt. changes imply a new round of expansion |
| 【Company Research】Hutchmed (13 HK) – Eyes on the FDA approval of fruquintinib in Nov |
| 【Company Research】Mobvista Inc. (1860 HK) – Eyes on upside from ROAS mode |
| 【Company Research】CTGR Group (600905 CH) – Green power giant forges ahead |
| 【公司研究】迈瑞医疗 (300760 CH) – 海外IVD收购再下一城，全球化进程提速 |
| 【Sector Research】China Technology – Implications of Lam Research and KLA 2Q23 results |
| 【Sector Research】China Technology – 2Q23 global smartphone shipment decline narrowed; Apple/OPPO/Transsion gained share |
| 【Company Research】TME (TME US) – 2Q23 preview: solid earnings growth despite social entertainment business adjustment |
| 【Company Research】Prada SpA (1913 HK) – A decent 1H, though not a straight beat |
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