| 【Sector Research】China Internet – June online retail sales recap |
| 【Company Research】China Meidong Auto (1268 HK) – 1H23E NP to fall 23% YoY; Mixed picture ahead |
| 【Company Research】BYDE (285 HK) – Clear path to margin recovery; Upgrade to BUY |
| 【Company Research】iQIYI (IQ US) – Moving into 3Q23E strong pipeline |
| 【Company Research】JD.com (JD US) – Driving for quality growth remains key theme |
| 【Company Research】Zhejiang Dingli (603338 CH) – Record high quarterly profit in 2Q23E |
| 【Company Research】Joinn Laboratories (6127 HK) – Core business maintains a healthy growth momentum |
| 【Company Research】Baidu (BIDU US) – Recovery of advertising business on track |
| 【Company Research】Yancoal Australia (3668 HK) – 1H23E preview: Expect profit decline on weak coal price |
| 【Company Research】PA Good Doctor (1833 HK) – 1H23E preview: Expecting Strategy 2.0 to gain momentum in post-pandemic periods |