| 【Company Research】NIO Inc. (NIO US) – Premiumization no longer stands for high margin |
| 【Company Research】Trip.com (TCOM US) – Strong recovery to sustain in 2Q23 |
| 【Company Research】SANY International (631 HK) – Firing on all cylinders |
| 【Company Research】CMGE Technology (302 HK) – Bearing fruit from more titles in 2H23E |
| 【Company Research】 Baidu (BIDU US) – Takeaway from field trip |
| 【Company Research】Greentown Service (2869 HK) – Reverse roadshow takeaway: Differentiation leads to long-term value |
| 【Sector Research】China Technology – Apple WWDC 2023: Vision Pro and more |
| 【Company Research】Ke Holdings (BEKE US) – New policy? What’s good for BEKE? |
| 【Sector Research】China Construction Sector – Multiple drivers to achieve Valuation with China characteristics |
| 【Company Research】EVA Holdings (838 HK) – Recovering gradually |
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