| 【Company Research】FriendTimes Inc. (6820 HK) – A female-oriented game boutique with recovery in sight |
| 【Company Research】Anta Sports (2020 HK) – A soft 1Q23 but guidance was maintained |
| 【Company Research】SANY International (631 HK) – Acquisition of oil & gas frac equipment a positive move |
| 【Company Research】Xtep (1368 HK) – Strong 1Q23 with retail sales guidance raised |
| 【公司研究】阿里巴巴 (BABA US) – 2023阿里云峰会：让算力更普惠、让AI更普及 |
| 【Sector Research】China Technology – Switching from AI/ChatGPT to demand recovery, innovation and localization into 2Q23E |
| 【Company Research】SenseTime (20 HK) – Unveiled large model SenseNova with live demo |
| 【Company Research】Alibaba (BABA US) – A recovery year ahead with more to expect |
| 【Company Research】Mobvista Inc. (1860 HK) – Looking into FY23E reacceleration |
| CMBI Fixed Income: Seazen: Maturing IP portfolio is a key differentiator |
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