| 【Company Research】Meituan (3690 HK) - 3Q results beat; driving earnings growth in a more holistic perspective |
| 【Sector Research】Semiconductors - RFFE localization to continue as handset market recovers |
| 【行业研究】中国医药 - 医保目录调整结果公布,持续支持创新 |
| 【Company Research】Cafe De Coral (341 HK) - Disappointing results salvaged by flat dividend |
| 【Company Research】Zhejiang Dingli (603338 CH) - Competitive advantage in place with reduced AD duties in EU |
| 【Company Research】AAC Tech (2018 HK) - Product upgrades and margin expansion to continue; Reiterate BUY |
| 【Company Research】Sunny Optical (2382 HK) - NDR takeaway: Guidance well on track; Positive outlook on future opportunities |
| 【Company Research】Chow Tai Fook (1929 HK) - 1H earnings missed, 2H still under pressure |
| 【Company Research】BOE Varitronix (710 HK) - NDR takeaway: Chengdu plant, system biz and overseas market to drive growth |
| 【Company Research】Sunny Optical (2382 HK) - CEO transition announced, Remain confident in mgmt. and LT opportunity |