| 【Company Research】Q Technology (1478 HK) – 1H profit warning in-line; Trim TP to reflect uncertainty |
| 【Company Research】Sunny Optical (2382 HK) – Jun shipment worse than feared; Trim TP to reflect 3Q destocking |
| 【Company Research】TME (TME US) – Better-than-feared social, with stable margin |
| 【Company Research】Wingtech (600745 CH) – Diversified hardware play with bright outlook |
| 【Company Research】CR Mixc Lifestyle (1209 HK)– 1H22E preview: still 20% growth after rental relief |
| 【Company Research】Alibaba (BABA US) – Decent 618 with moderate recovery ahead |
| 【Sector Research】China AI – Smart city bidding to pick up in 2H22 |
| 【Company Research】CG Services (6098 HK) – 1H22 preview: results may beat but AR takes time |
| 【行业研究】香港零售行业 – 预计行业基本面持续改善，未来几年复苏可期，估值仍然有上升空间 |
| 【Sector Research】China Financials Weekly – Ping An agency scale bottoming out; Retail banking business to remain muted |
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