| 【Sector Research】China Technology – 2Q23 global smartphone shipment decline narrowed; Apple/OPPO/Transsion gained share |
| 【Company Research】TME (TME US) – 2Q23 preview: solid earnings growth despite social entertainment business adjustment |
| 【Company Research】Prada SpA (1913 HK) – A decent 1H, though not a straight beat |
| 【Sector Research】China Internet – Online game sector: rebounded in 2Q23 |
| 【Sector Research】China Catering Sector – Staying cautious after a disappointing 2Q23E |
| 【Company Research】Binjiang Service (3316 HK) – 1H23 preview: high growth secured by visionary strategy |
| 【Company Research】SANY International (631 HK) – Positive takeaways from Zhuhai plant visit |
| 【Company Research】AAC Tech (2018 HK) – 1H23 worse than expected on slow recovery; Maintain HOLD |
| 【Sector Research】China Construction Machinery – Export of excavator running out of steam; negative to SANY Heavy-A |
| 【Sector Research】China Auto Sector – Strong June provides more confidence for 2H23 |
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