| 【Company Research】Yum China (9987 HK) – Confidence increases after upbeat 1Q23 result |
| 【Sector Research】China Internet – Release of pent-up demand aids robust travel and consumption recovery |
| 【Company Research】BYDE (285 HK) – 1Q23 beat on better GPM; Maintain HOLD on fair valuation |
| 【Company Research】Luxshare (002475 CH) – Resilient FY22/1H23 despite industry headwinds |
| 【Company Research】Weichai Power-A (000338 CH) – Impressive 1Q23 earnings; U/G to BUY; More catalysts ahead |
| 【Company Research】Weichai Power (2338 HK) – Impressive 1Q23 earnings; Higher earnings forecast & TP; More catalysts ahead |
| 【Company Research】GAC Group (2238 HK) – 1Q23 earnings miss on gross margin |
| 【Company Research】Joinn Laboratories (6127 HK) – Maintaining strong growth momentum |
| 【Company Research】RemeGen (9995 HK) – Expect sales recovery from 2Q |
| 【Company Research】Prudential PLC (2378 HK) – HK NBP more than doubled in 1Q23 |