| 【Company Research】BYDE (285 HK) – Scenario analysis of Jabil biz suggested 5-10% earnings upside in FY24/25E; Reiterate BUY |
| 【Company Research】Samsonite (1910 HK) – 3Q Preview: rev/adj EBITDA +20%/36% |
| 【Sector Research】China Auto Sector – Most NEV brands’ Sep sales volume on track |
| 【Company Research】Prada SpA (1913 HK) – 3Q preview: Embracing a normalised quarter |
| 【Sector Research】China Technology – Takeaways of Meta Connect 2023: Quest 3, Ray-Ban smart glasses and Meta AI Chatbot |
| 【Company Research】Ke Holdings (BEKE US) – Limited long-term impact on commission rate cut for home transactions in Beijing |
| 【Company Research】JS Global Lifestyle (1691 HK) – Distressed valuation and potential turnaround |
| 【Sector Research】China Auto Sector – More NEV model rollouts as a positive catalyst |
| 【公司研究】爱奇艺 (IQ US) – 2023悦享会: 精品片单发布，优质内容+AIGC共驱增长 |
| 【公司研究】快手 (1024 HK) – 2023投资日: 夯实内容生态，变现韧性增长 |
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