| 【Company Research】BeiGene (BGNE US) – R&D Day takeaways: solidifying leadership in haematology with three synergistic BIC molecules |
| 【Company Research】Yili Industrial (600887 CH) – Full-year guidance unchanged |
| 【Company Research】Anta Sports (2020 HK) – A slight beat in 2Q23 but outlook is still fragile |
| 【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 |
公司地址：香港中环花园道三号冠君大厦45-46楼
电话：（852）3900-0888 传真：（852）3761-8788
招银国际版权所有 Copyright © 2019-2026 CMB International Capital Corporation Limited. All rights reserved.
