| 【Sector Research】China Technology – Global SPE 2Q23 Wrap: China demand remains resilient; Awaiting upcycle after 2023 slowdown |
| 【Sector Research】China Property Sector – NBS Aug data in-line, expect better recovery in Sep-Oct but sustainability is uncertain |
| 【Company Research】Yum China (YUMC US) – Key takeaways from YUMC 2023 Investor Day |
| 【Company Research】Yum China (9987 HK) – Key takeaways from YUMC 2023 Investor Day |
| 【公司研究】洪九果品 (6689 HK) – 估值重调；改善经营性现金流为年内首要目标 |
| 【Sector Research】China Technology – Apple launch event: iPhone 15/Apple Watch inline; Camera upgrade remains the major focus |
| 【Sector Research】China Insurance – Optimized solvency measurement opens room for insurance funds participation in equity investment |
| 【Fixed Income Research】DALWAN: Another reality check |
| 【Company Research】Luxshare (002475 CH) – Recent correction overdone; Accumulate for Apple’s share gain and auto/comm. momentum |
| 【行业研究】中国传媒与文娱行业 – 视频行业暑期分析: 文娱韧性复苏，长尾效应凸显 |
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