| 【Company Research】Yancoal Australia (3668 HK) – Net profit +3.5x YoY in 2022 but below expectations; Attractive yield of 20% |
| 【行业研究】中国互联网行业 – 关于《数字中国建设整体布局规划》的解读 |
| 【Company Research】China Technology – Semi field trip takeaways: darkness before dawn; fabless better positioned than SPE/materials |
| 【Company Research】Li Auto Inc. (LI US) – Well on track |
| 【Company Research】Cloud Music (9899 HK) – Strong GPM expansion supported the breakeven in 2H22 |
| 【Sector Research】China Construction Machinery – Near-term recovery more seasonal than structural; Pair trade opportunities |
| 【Company Research】iQIYI (IQ US) – Stronger momentum ahead |
| 【Company Research】Alibaba (BABA US) – Operating efficiency improvement on track |
| 【Company Research】Netease (NTES US) – Aiming for long-term growth |
| 【Company Research】Yidu Tech (2158 HK) – Eyes on post-COVID business recovery |
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