| 【Sector Research】China Technology - Implications of global SPE leaders 3Q22 results on semi industry outlook |
| 【Sector Research】China Internet Sector – September online retail sales recap |
| 【Company Research】Jiangsu Hengli (601100 CH) – Revenue rebounded in 3Q22; Wait for more data points to confirm recovery |
| 【Company Research】Cloud Music (9899 HK) – Monetization and margin improvement on the horizon |
| 【Company Research】TME (TME US) – Resilience in the evolving industry |
| 【Company Research】NetEase Inc. (NTES US) – Sturdy game and content developing leader |
| 【Sector Research】China Property Sector – Major policy support may mute for now |
| 【公司研究】携程 (TCOM US) – 营收复苏进行时 |
| 【Company Research】Great Wall Motor (2333 HK) – 3Q22 beat; upcoming new models as key |
| 【Company Research】Yancoal Australia (3668 HK) – 3Q thermal coal ASP way above benchmark; a positive surprise |
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