| 【Company Research】iQIYI (IQ US) – Prioritizing on long-term subs value |
| 【Company Research】Smoore Int’l (6969 HK) – 1H rev/np -9%/-48%; potential turn-around by 2024 |
| 【Company Research】Glodon (002410 CH) – 1H23 miss amid property sector headwind |
| 【Company Research】Anta Sports (2020 HK) – Costs control and efficiency gains are the keys |
| 【Company Research】Simcere Pharmaceutical (2096 HK) – Innovative drugs contributing majority of sales |
| 【行业研究】中国医药 – 海外CXO 2Q23业绩综述:业绩出现分化;融资复苏尚需时间;需求展望有所改善 |
| 【Company Research】CR Power (836 HK) – 1H23 thermal power earnings turnaround; renewables energy segment accelerated growth |
| 【Company Research】Sunny Optical (2382 HK) – 1H23 first take: in-line with profit warning; Margin pressure remains an overhang |
| 【Company Research】BOE Varitronix (710 HK) – 1H23 first take: earnings miss on lower margin; expect order ramp and improving UTR in 2H23E |
| 【Company Research】Vesync (2148 HK) – An all-rounded beat and a bullish outlook |