| 【Company Research】Haier Smart Home (6690 HK) – 2Q23 was inline and FY23E guidance stayed |
| 【Company Research】Akeso (9926 HK) – Look forward to Ph3 data readout of AK104 and AK112 in large indications |
| 【Company Research】China Meidong Auto (1268 HK) – The worst is over |
| 【Sector Research】China Auto Sector – In-line Aug NEV retail sales volume |
| 【Company Research】Yunkang Group (2325 HK) – Healthy growth in non-COVID business |
| 【Fixed Income Research】Seazen - Too much downside priced in |
| 【Company Research】Mengniu Dairy (2319 HK) – 1H core rev/np +3%/10%; a surprising beat |
| 【Company Research】Ke Holdings (BEKE US) – Short-term headwind, but bottoming out is in sight |
| 【Company Research】BYDE (285 HK) – NDR takeaways: Android recovery, auto/energy storage and Jabil mobility’s synergies |
| 【Company Research】TK Group (2283 HK) – 1H23 weakness amid industry headwinds; Positive on margin recovery in 2H23/FY24E |
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