| 【公司研究】腾讯控股 (700 HK) – 2023微信公开课:微信生态持续高质量发展 |
| 【Company Research】Nongfu Spring (9633 HK) – Mid-teen top-line growth and a 90% dividend payout sustain the valuation premium over peers |
| 【Company Research】BYD Company (1211 HK) – Fair valuation despite FY22 high earnings quality |
| 【Company Research】Shenzhen Pagoda (2411 HK) – An ensuring 2022; and we remain positive for 2023 |
| 【Company Research】Kuaishou (1024 HK) – A solid start into 2023E |
| 【Company Research】China Feihe (6186 HK) – A 5%+ dividend yield looks attractive despite sluggish growth |
| 【Company Research】InnoCare Pharma (9969 HK) – Positive PoC data of orelabrutinib for MS |
| 【Company Research】Onewo (2602 HK) – Let Onewo Town Surprise you |
| 【Company Research】SenseTime (20 HK) – Leading in the China large AI model race |
| 【Company Research】AK Medical (1789 HK) – Higher growth certainty in 2023E |