| 【Sector Research】Logistics - Strong policy momentum to curb price war; a similar price hike story like 2022 |
| 【Company Research】Green Tea Group (6831 HK) - 1H25E profit comes as surprise with positive 2H25E outlook |
| 【Company Research】Amazon (AMZN US) - Solid 2Q25 results; AWS revenue and earnings growth remain key to watch |
| 【Company Research】Coinbase (COIN US) - Soft crypto market sentiment impacted 2Q25 results; eyes on new growth opportunities |
| 【Sector Research】Technology - Apple FY3Q25 read-through: Strong iPhone, China rebound and service momentum; 4Q guidance better than feared |
| 【Sector Research】Semiconductors - Thematic investing and megatrends: 2H25 AI capex on track; positive on supply chain |
| 【Company Research】 Sino Biopharm (1177 HK) - Revaluation of innovative pipeline for the leading Chinese pharma player |
| 【Company Research】Microsoft (MSFT US) - Results a solid beat; cloud acceleration better than expectation driven by strong demand |
| 【Sector Research】Technology - Smartphone: Samsung/MTK/QCOM results takeaways |
| 【Company Research】Meta (META US) - 2Q25 results beat; AI drives core business growth |
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