| 【Company Research】CR Power (836 HK) – 1H23 thermal power earnings turnaround; renewables energy segment accelerated growth |
| 【Company Research】Sunny Optical (2382 HK) – 1H23 first take: in-line with profit warning; Margin pressure remains an overhang |
| 【Company Research】BOE Varitronix (710 HK) – 1H23 first take: earnings miss on lower margin; expect order ramp and improving UTR in 2H23E |
| 【Company Research】Vesync (2148 HK) – An all-rounded beat and a bullish outlook |
| 【Company Research】Kuaishou (1024 HK) – Better margin outlook with strong ecommerce |
| 【Company Research】RemeGen (9995 HK) – Pursuit of sustainable long-term growth |
| 【Company Research】Baidu (BIDU US) – Monetization of LLM the next key to watch |
| 【Company Research】Tongcheng Travel (780 HK) – More bullish on 2H23E momentum |
| 【Company Research】Geely Automobile (175 HK) – 1H23 GPM beat for both ICE and NEV |
| 【Company Research】Zhejiang Jingsheng (300316 CH) – 2Q23 net profit +73% YoY in line; Arms race still good for equipment makers |
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