| 【Company Research】Kweichou Moutai (600519 CH) – 2Q Rev/NP +20.4/21.0% as pre-announced |
| 【Company Research】WuXi AppTec (603259 CH) – Impressive margin improvement in 1H23 |
| 【Company Research】China Auto Sector – Jul NEV: All-time high sales for seven brands |
| 【Company Research】Yum China (9987 HK) – Likely to be resilient and outperform in 2H23E |
| 【Company Research】Yum China (YUMC US) – Likely to be resilient and outperform in 2H23E |
| 【Company Research】Greentown Management (9979 HK) – Earnings in-line; Mgmt. changes imply a new round of expansion |
| 【Company Research】Hutchmed (13 HK) – Eyes on the FDA approval of fruquintinib in Nov |
| 【Company Research】Mobvista Inc. (1860 HK) – Eyes on upside from ROAS mode |
| 【Company Research】CTGR Group (600905 CH) – Green power giant forges ahead |
| 【公司研究】迈瑞医疗 (300760 CH) – 海外IVD收购再下一城，全球化进程提速 |
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