| 【Company Research】Trip.com (TCOM US) - Looking beyond release of pent-up demand to globalization |
| 【Company Research】Li Auto Inc. (LI US) - Is the Mega lesson worthwhile? |
| 【Sector Research】Property - NBS 4M24: REI continued weakening as expected; BJ’s relaxation showed noticeable effect |
| 【Sector Research】China Insurance - 4M24 life diverged in face of high base; P&C top players dragged by non-auto |
| 【Company Research】Mobvista Inc. (1860 HK) - Solid 1Q24 with enhanced profitability |
| 【Sector Research】Property - Will RMB 300bn re-lending facility be a turning point? |
| 【Company Research】SANY International (631 HK) - Expect an improving trend after a weak 1Q24 |
| 【公司研究】巨子生物 (2367 HK) - 产品周期向上,期待大促靓丽表现 |
| 【Company Research】iQIYI (IQ US) - Margin surprise on higher efficiency |
| 【Company Research】Baidu (BIDU US) - Accelerating Gen AI-empowered business transformation |