| 【Company Research】China Gas Holdings (384 HK) – Expect mild recovery ahead |
| 【Sector Research】China Construction Machinery / HDT – 2023 outlook: Difficulties mastered are opportunities won |
| 【Company Research】Geely Automobile (175 HK) – PHEV could be a positive surprise in FY23 |
| 【Company Research】Cafe De Coral (341 HK) – Light at the end of the tunnel |
| 【Sector Research】China PCB Sector- Expect a weak 1Q23; Recovery may come in 2H23 |
| 【公司研究】商汤科技 (20 HK) – 投资者交流日纪要 - 持续发展人工智能即服务模式 |
| 【Company Research】BOE Varitronix (710 HK) – Corp Day Takeaways: Chengdu auto display plant to drive growth in FY23E |
| 【Company Research】Baozun (BZUN US) – Focus on enhancing brand management |
| 【Company Research】iQIYI (IQ US) – Mild recovery with better margin ahead |
| 【Company Research】Xpeng Inc. (XPEV US) – Short-term negatives have been priced in |
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