| 【Company Research】Xiaomi (1810 HK) – Key takeaways from product launch event: MIX Fold 3/Redmi K60 Ultra/Pad 6 Max/CyberDog 2 and more |
| 【Sector Research】Hardware – Optical transceivers : Investors expect spectacular results in the AI infrastructure arms race |
| 【Company Research】China Feihe (6186 HK) – 1H below us; near-term recovery could just be wishful thinking |
| 【Company Research】Li Ning (2331 HK) – Reiterated guidance but we remained cautious |
| 【Fixed Income Research】COGARD: Our reflections after COGARD's |
| 【Company Research】Alibaba (BABA US) – User first strategy delivered early-stage results |
| 【Company Research】Far East Horizon (3360 HK) – 1H23 in-line: Solid asset quality; HCD spin-off untapped industrial potential to empower growth |
| 【Company Research】FIT Hon Teng (6088 HK) – Weak 1H23 in-line; Positive outlook in 2H23E |
| 【Company Research】Horizon CD (9930 HK) – 1H23 core profit +10% YoY; positive on the structural growth and mgmt. execution |
| 【Company Research】Li Auto Inc. (LI US) – A replica of FY20-21 Tesla? |
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