| 【Company Research】Tigermed (300347 CH) – Healthy growth amid challenging environment |
| 【Company Research】Yongda Automobiles (3669 HK) – New-car GPM may bottom out in 2H23E |
| 【Company Research】AAC Tech (2018 HK) – 1H23 weakness in-line; Maintain HOLD on fair valuation |
| 【Company Research】PA Good Doctor (1833 HK) – Business restructuring closes to the end |
| 【Company Research】CR Gas (1193 HK) – 1H23 results marginally beat; continue to implement “1+2+N” strategy |
| 【Company Research】GAC Group (2238 HK) – Homegrown brands likely to narrow loss in 2H23 |
| 【Company Research】Weibo (WB US) – Expect mild recovery in 3Q23E |
| 【Company Research】Cloud Music (9899 HK) – 1H23 earnings beat on strong GPM expansion |
| 【Company Research】China Life (2628 HK) – Outpaced VNB growth in 1H23; short-term NP pushback not affect value growth |
| 【Company Research】Sunny Optical (2382 HK) – Expect shipment recovery on track in 2H23E; Maintain Hold on margin overhang |
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