| 【Company Research】Huitongda Network (9878 HK) – Looking into recovery in 2H23E |
| 【Company Research】Baozun (BZUN US) – BBM on good progress |
| 【Company Research】Yili Industrial (600887 CH) – 2Q rev/np +1%/3%; all eyes on cost savings |
| 【Company Research】 Binjiang Service (3316 HK) – 1H23 missed, future growth under pressure |
| 【Company Research】PDD Holdings (PDD US) – Consumer wallet share gain strategy boosted revenue and earnings growth |
| 【Company Research】Biocytogen (2315 HK) – Reducing burn rate with strong income growth and better operating efficiency |
| 【Company Research】Onewo (2602 HK) – 1H23 earnings missed. Is bidding with capital injection an unhealthy strategy? |
| 【Company Research】ZhongAn (6060 HK) – Strong investment and UW profits drive 1H23 earnings turnaround |
| 【Company Research】Xiabu Xiabu (520 HK) – More time is needed to reform and recover |
| 【Company Research】CMGE Technology (302 HK) – Looking into improving profitability in 2H23E |