【Company Research】NetEase Inc. (NTES US) – Preparing for next strong product cycle |
【Company Research】Wingtech (600745 CH) – NWF divesture order will have trivial impact on operation; Will reinforce self-sufficiency trend |
【Company Research】Alibaba (BABA US) – Earnings back on growth track |
【Company Research】Tencent (700 HK) – Return to earnings growth track |
【Company Research】Huya Inc. (HUYA US) – Looking beyond soft 4Q22E |
【Company Research】TME (TME US) – Strong earnings beat on improvement in GPM and operating efficiency |
【Sector Research】China Internet – October online retail sales recap |
【Sector Research】China Sportswear Sector – Sequential improvements during double 11 |
【Company Research】InnoCare Pharma (9969 HK) – Strong sales of orelabrutinib in 3Q22 |
【Sector Research】China Property Sector – One day one policy: profit taking may start on POE names |