| 【Company Research】Shanghai Jahwa (600315 CH) – 3Q largely in-line; FY earnings track well to the ESOP target |
| 【Company Research】CR Beer (291 HK) – Another move to tap into the baijiu market; yet with near-term challenges |
| 【Sector Research】China Technology - Implications of global SPE leaders 3Q22 results on semi industry outlook |
| 【Sector Research】China Internet Sector – September online retail sales recap |
| 【Company Research】Jiangsu Hengli (601100 CH) – Revenue rebounded in 3Q22; Wait for more data points to confirm recovery |
| 【Company Research】Cloud Music (9899 HK) – Monetization and margin improvement on the horizon |
| 【Company Research】TME (TME US) – Resilience in the evolving industry |
| 【Company Research】NetEase Inc. (NTES US) – Sturdy game and content developing leader |
| 【Sector Research】China Property Sector – Major policy support may mute for now |
| 【Company Research】Trip.com (TCOM US) – Revenue recovery underway |
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