| 【Sector Research】China Property Sector – Good news is bad news? |
| 【Company Research】JOYY Inc. (YY US) – Looking beyond 1Q23E soft seasonality |
| 【Sector Research】China Auto Sector – Inventory risk could lead to a bumpy recovery |
| 【Company Research】Xiaomi (1810 HK) – 2023 Investor Day: All eyes on profitability and smart EV business upside |
| 【Company Research】Kingdee (268 HK) – Bidding data implied accelerated software substitution |
| 【Company Research】CTGDF (601888 CH) – Still the crown jewel among reopening plays |
| 【Sector Research】China Hardware/Semi – Reality check on smartphone supply chain: Prefer Apple and RF names |
| 【Sector Research】China Property Service Sector – 2023 a year for market leaders and survivors |
| 【Company Research】Sunny Optical (2382 HK) – FY22 profit warning below expectations; Still too early to bottom fish |
| 【Sector Research】China Construction Machinery – Upbeat guidance from US AWP manufacturers reaffirms our positive stance on the sector |
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