| 【Company Research】JNBY Design (3306 HK) – An all-rounded beat and an optimistic outlook |
| 【Company Research】EVA Holdings (838 HK) – Better 2H23 and FY24 as Mexico to turn profitable |
| 【Company Research】Tongda (698 HK) – Positive on Android recovery, Apple share gain and non-smartphone biz order wins |
| 【Sector Research】Semi – China CIS sector – Solid auto CIS growth offset by weak mobile CIS demand |
| 【Company Research】Willsemi (603501 CH) – Sequential margin contraction indicates inventory digestions may persist till FY23E |
| 【Fixed Income Research】China AMCs: Repayment matters more than reporting |
| 【行业研究】中国消费行业 – 半年报业绩以及下半年指引梳理 |
| 【公司研究】腾讯控股 (700 HK) – 腾讯全球数字生态大会：大模型赋能产业智能化 |
| 【公司研究】珀莱雅 (603605 CH) – 向400元价格带发力，新系列推出助力品牌拓客 |
| 【Company Research】CTGR Group (600905 CH) – Sound business operation; rising depreciation drags on earnings |
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