| 【Company Research】Great Wall Motor (2333 HK) - 1Q24 NP beat provides room for transformation |
| 【Company Research】New Oriental (EDU US) - Accelerating capacity expansion to address robust demand |
| 【公司研究】爱奇艺 (IQ US) - 2024世界大会: 超300部片单发布，精品内容上行 |
| 【Sector Research】Semi - Global SME investment set to accelerate on tech advancements, China localization; Initiate Naura w/ BUY |
| 【Company Research】Xiaomi (1810 HK) - Key takeaways from Xiaomi Investor Day |
| 【Company Research】Li Ning (2331 HK) - Healthy outlook after a beat in retail discounts |
| 【Sector Research】Property - Weekly highlight: +ve progress on policy implementation, no remarkable recovery on sales |
| 【Company Research】Jiangsu Hengli (601100 CH) - 4Q23 & 1Q24 earnings not exciting; but more positive drivers to come |
| 【Company Research】InnoLight (300308 CH) - 1Q24 results set stage for accelerated growth in 2024 |
| 【Sector Research】China Insurance - 1Q24 listed life insurers’ growth dwindled; P&C rebounded in 3M24 driven by non-auto |
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