| 【Company Research】Sunny Optical (2382 HK) – 1H23 profit warning worse than feared; Maintain Hold |
| 【Company Research】Xtep (1368 HK) – A high-quality 2Q23 and guidance unchanged |
| 【Company Research】BeiGene (BGNE US) – R&D Day takeaways: solidifying leadership in haematology with three synergistic BIC molecules |
| 【Company Research】Yili Industrial (600887 CH) – Full-year guidance unchanged |
| 【Company Research】Anta Sports (2020 HK) – A slight beat in 2Q23 but outlook is still fragile |
| 【Company Research】Q-Tech (1478 HK) – 1H23 profit warning; Maintain BUY on 2H gradual recovery |
| 【Sector Research】China Property Sector – NBS Jun data: weak as expected, a tough 3Q ahead |
| 【Company Research】Tencent (700 HK) – 2Q23 preview: expecting strong recovery ahead |
| 【Sector Research】China Internet – June online retail sales recap |
| 【Company Research】China Meidong Auto (1268 HK) – 1H23E NP to fall 23% YoY; Mixed picture ahead |
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