| 【Company Research】Great Wall Motor (2333 HK/601633 CH) - 2H26 earnings inflection with attractive valuation |
| 【Company Research】Kanzhun Limited (BZ US) - 2Q26 results: Revenue acceleration on solid ARPPU and user growth |
| 【Company Research】Tongcheng Travel (780 HK) - Earnings modestly beat; extreme weather weighs on near-term revenue outlook |
| 【Company Research】WuXi XDC (2268 HK) - Capacity expansion supporting strong earnings growth |
| 【Company Research】Jiangsu Hengli (601100 CH) - Key takeaways from post-results call |
| 【Company Research】Ping An (2318 HK/601318 CH) - Group OPAT strengthened by AM; NBV largely in-line |
| 【Company Research】Jiangsu Hengli (601100 CH) - Net profit -3% YoY in 2Q26 but largely due to FX loss; strong revenue growth and EBIT |
| 【Company Research】PDD Holdings (PDD US) - Focus on more visible growth opportunities amid a challenging environment |
| 【Company Research】OmniVision (603501 CH) - Early signs of inflection at a cyclical trough |
| 【Company Research】Xpeng Inc. (XPEV US/9868 HK) - 4Q26 volume acceleration; robotics fundraising unlocks SOTP value |