| 【Sector Research】China Internet – Online game sector: rebounded in 2Q23 |
| 【Sector Research】China Catering Sector – Staying cautious after a disappointing 2Q23E |
| 【Company Research】Binjiang Service (3316 HK) – 1H23 preview: high growth secured by visionary strategy |
| 【Company Research】SANY International (631 HK) – Positive takeaways from Zhuhai plant visit |
| 【Company Research】AAC Tech (2018 HK) – 1H23 worse than expected on slow recovery; Maintain HOLD |
| 【Sector Research】China Construction Machinery – Export of excavator running out of steam; negative to SANY Heavy-A |
| 【Sector Research】China Auto Sector – Strong June provides more confidence for 2H23 |
| 【Company Research】Bilibili (BILI US) – 2023 investor day: commercialization and content ecosystem drive business growth |
| 【Company Research】Cutia Therapeutics (2487 HK) – Well-positioned to capture broader dermatology market potential |
| 【Sector Research】China Technology – Implications of TSMC 2Q23: slower 3Q and China recovery; AI is too small to move the needle |
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