| 【Company Research】Tencent (700 HK) – Solid recovery across all business lines |
| 【Company Research】iQIYI (IQ US) – Looking into 2Q23E rich pipeline |
| 【Company Research】Huya Inc. (HUYA US) – Better margin improvement ahead |
| 【Sector Research】China Internet – April online retail sales recap |
| 【Company Research】Baidu (BIDU US) – Cloud business turned profitable |
| 【Company Research】TME (TME US) – Strong core music business supports 1Q23 earnings beat |
| 【Company Research】China Suntien (956 HK) – Gas and new energy go hand in hand |
| 【Company Research】Mobvista Inc. (1860 HK) – A solid start into FY23E |
| 【Company Research】Innovent Biologics (1801 HK) – Mazdutide (IBI362) to become the best GLP-1 drug for obesity in China |
| 【Company Research】FIT Hon Teng (6088 HK) – Weak 1Q23 as expected; Expect multiple drivers from iPhone/CPU socket/400G/EV in 2H23E |