| 【Company Research】SenseTime (20 HK) – Leading in the China large AI model race |
| 【Company Research】AK Medical (1789 HK) – Higher growth certainty in 2023E |
| 【Company Research】Biocytogen (2315 HK) – Strong revenue growth in FY22 |
| 【Company Research】Sunny Optical (2382 HK) – NDR takeaways: a bumpy 1H23 ahead; Auto/VR/ AR business to drive long-term growth |
| 【Company Research】Greentown Service (2869 HK) – High brand quality to boost its 2023 recovery |
| 【Company Research】CPIC (2601 HK) – Expect sustainable DPS growth onwards |
| 【Company Research】ENN Energy (2688 HK) – Emerging from the downturn |
| 【Company Research】ClouDr (9955 HK) – Margin improvement driven by economies of scale |
| 【Company Research】PICC P&C (2328 HK) – Remained UW profitable in 2H22 |
| 【Company Research】Yonyou (600588 CH) – Concern on the higher R&D capitalization |