| 【Company Research】ZTE (763 HK) – 1H23 earnings lifted by improved gross margin |
| 【Company Research】Innovent Biologics (1801 HK) – Strong sales growth with improved cost efficiency |
| 【Company Research】Jiumaojiu (9922 HK) – Tai Er’s OPM and Song are the key drivers |
| 【Sector Research】China 5G Sector – China telecom sector remains as a defensive play |
| 【Company Research】Meituan (3690 HK) – Staying vigilant in long-lasting competition |
| 【Company Research】ENN Energy (2688 HK) – 1H23 results miss amid weak economic recovery and gas cost fluctuation |
| 【Sector Research】China Auto Sector – 2H23 auto sales could beat amid resilient Jul, Aug |
| 【Company Research】WuXi Biologics (2269 HK) – Impressive post-pandemic performance |
| 【Company Research】NetEase (NTES US) – Upbeat on games revenue growth and margin expansion in 2H23E |
| 【Company Research】Zhihu (ZH US) – Strong vocational training with loss narrowing |
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