| 【Company Research】Ping An (2318 HK/601318 CH) - 3Q26 preview: NPAT to hit quarterly trough while OPAT remained robust |
| 【Company Research】Thermo Fisher (TMO US) - Broad-based growth in 3Q26 leading to another guidance raise |
| 【Company Research】Shennan Circuit (002916 CH) - 3Q26 earnings: Continued margin expansion fueled by AI demand |
| 【Company Research】Meta (META US) - 3Q26 results: strong core business; upbeat on AI progress |
| 【Company Research】Hansoh Pharma (3692 HK) - Roche deal and ESMO readouts reinforce ADC value proposition |
| 【Company Research】SICC (2631 HK) - 3Q26 earnings: Inflection confirmed |
| 【Sector Research】Consumer - Bi-weekly flow monitor: Southbound climbing, short covering emerges |
| 【Company Research】AIA Group Ltd. (1299 HK) - Expect a moderate decline in 3Q VONB; southbound inflows underpin recent share price |
| 【Company Research】Innovent Biologics (1801 HK) - IBI3003’s clinical data validates leading position in MM TCEs |
| 【Company Research】J&T Express (1519 HK) - Strong volume in 3Q26; global expansion on track |
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