| 【Company Research】Sunny Optical (2382 HK) - NDR takeaway: Guidance well on track; Positive outlook on future opportunities |
| 【Company Research】Chow Tai Fook (1929 HK) - 1H earnings missed, 2H still under pressure |
| 【Company Research】BOE Varitronix (710 HK) - NDR takeaway: Chengdu plant, system biz and overseas market to drive growth |
| 【Company Research】Sunny Optical (2382 HK) - CEO transition announced, Remain confident in mgmt. and LT opportunity |
| 【Company Research】BYDE (285 HK) - NDR takeaways: Apple, NEV products and AI server are key growth drivers in 2025 |
| 【Company Research】Baozun (BZUN US) - Better-than-expected 3Q results drove enhanced full-year outlook |
| 【Company Research】iQIYI (IQ US) - Short-term headwind continues; strategic upgrades to drive long-term growth |
| 【Company Research】PDD Holdings (PDD US) - Impact from enhancement of merchant support stared to emerge |
| 【Company Research】Ke Holdings (BEKE US) - To ride on the policy tailwind in 4Q |
| 【Company Research】Baidu (BIDU US) - Pace of ads rev growth recovery key to watch |
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