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| 【Company Research】JOYY Inc. (YY US) – Looking beyond 1Q23E soft seasonality |
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| 【Company Research】Xiaomi (1810 HK) – 2023 Investor Day: All eyes on profitability and smart EV business upside |
| 【Company Research】Kingdee (268 HK) – Bidding data implied accelerated software substitution |
| 【Company Research】CTGDF (601888 CH) – Still the crown jewel among reopening plays |
| 【Sector Research】China Hardware/Semi – Reality check on smartphone supply chain: Prefer Apple and RF names |
| 【Sector Research】China Property Service Sector – 2023 a year for market leaders and survivors |
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