| 【Sector Research】China Internet – April online game market recap |
| 【Company Research】Xiaomi (1810 HK) – Impressive earnings recovery in 1Q23; Reiterate BUY |
| 【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 |
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