| 【Company Research】Trip.com (TCOM US) – Release of pent-up demand remained strong |
| 【Sector Research】China Property Sector – Will the newly-released demand hold on? |
| 【Company Research】Ping An (2318 HK) – 1H23 NBV beat consensus; interim dividend up 1.1% YoY reinforcing a long-run growth story |
| 【Company Research】Joinn Laboratories (6127 HK) – New orders slightly recovered in 2Q23 |
| 【Company Research】Haier Smart Home (6690 HK) – 2Q23 was inline and FY23E guidance stayed |
| 【Company Research】Akeso (9926 HK) – Look forward to Ph3 data readout of AK104 and AK112 in large indications |
| 【Company Research】China Meidong Auto (1268 HK) – The worst is over |
| 【Sector Research】China Auto Sector – In-line Aug NEV retail sales volume |
| 【Company Research】Yunkang Group (2325 HK) – Healthy growth in non-COVID business |
| 【Fixed Income Research】Seazen - Too much downside priced in |
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