| 【Company Research】Anta Sports (2020 HK) - All eyes on 4Q24E for the room of re-rating |
| 【Company Research】Weichai Power (000338 CH) - Still positive, but wait for a better entry point after 3Q24E results |
| 【Company Research】Weichai Power (2338 HK) - Still positive, but wait for a better entry point after 3Q24E results |
| 【Company Research】Sinotruk (Hong Kong) (3808 HK) - Earnings risk not yet priced in |
| 【Company Research】Alibaba (BABA US) - Increasing monetization; remains committed to investment to maintain market share |
| 【Company Research】Tencent (700 HK) - Upbeat on games business and earnings growth outlook |
| 【Sector Research】Auto - Stable discounts imply resilient 3Q earnings |
| 【Sector Research】Auto - Sep NEV leading indicators set the tone for 4Q |
| 【Sector Research】Consumer Discretionary - Sequential improvement may support re-rating |
| 【Sector Research】Capital Goods - Who are buying/selling the sector? |
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