| 【Sector Research】Semi - Nvidia GTC 2024: A quick take |
| 【Company Research】China Lilang (1234 HK) – Impressive FY24E guidance with decent yield |
| 【Company Research】Akeso (9926 HK) - Expect another fruitful year in 2024 |
| 【Company Research】WuXi AppTec (603259 CH) - Best effort to ensure business continuity |
| 【Company Research】Kingdee (268 HK) - Steady rev growth with on-track loss reduction |
| 【Company Research】Xiaomi (1810 HK) – Raise TP and estimates on 4Q23 beat; All eyes on EV official launch on 28 March |
| 【Company Research】TME (TME US) - Expect solid core music business and GPM expansion in FY24 |
| 【Company Research】Xpeng Inc. (XPEV US) - Margin lift mixed with unexciting new models |
| 【Company Research】Tongcheng Travel (780 HK) - More synergies from consolidation of Tourism |
| 【Company Research】JOYY Inc (YY US) - Bigo recovery and efficiency enhancement to continue |
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