【Company Research】Tongcheng Travel (780 HK) – 2Q23E V-shaped rebound to continue |
【Company Research】Xpeng Inc. (XPEV US) – Lack of turnaround signals in 2023 |
【Company Research】Kuaishou (1024 HK) – More bullish on 2Q23E momentum |
【Company Research】CR Beer (291 HK) – A crowded trade but worthy of a revisit for a potentially strong summer sales |
【Company Research】Ke Holdings (BEKE US) – Strong 2Q guidance points to a robust 1H23 |
【Company Research】Alibaba (BABA US) – In progress to enhance shareholder value |
【Company Research】ZTO Express (ZTO US) – Best of both worlds |
【Company Research】ZTO Express (2057 HK) – Best of both worlds |
【Company Research】Greentown Management (9979 HK) – Reverse roadshow takeaways: high demand continues, Maintain Buy |
【Company Research】Tencent (700 HK) – Solid recovery across all business lines |