| 【Company Research】Q-Tech (1478 HK) – 1H23 profit warning; Maintain BUY on 2H gradual recovery |
| 【Sector Research】China Property Sector – NBS Jun data: weak as expected, a tough 3Q ahead |
| 【Company Research】Tencent (700 HK) – 2Q23 preview: expecting strong recovery ahead |
| 【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 |