| 【Company Research】China Gas Holdings (384 HK) – Long term courses to remain despite short term incident shocks |
| 【Company Research】Li Ning (2331 HK) – Continuing to leverage on domestic fashion |
| 【Company Research】Shennan Circuits (002916 CH) – Positive on capacity expansion plan; Maintain HOLD on fair valuation |
| 【Sector Research】China software & IT services – What are tech investors thinking? |
| 【Company Research】TME (TME US) – Online music leader with LF audio initiatives |
| 【Company Research】Kingsoft Cloud (KC US) – Reset expectation on Bytedance |
| 【Company Research】Bosideng (3998 HK) – Agility and brand elevation are key strategies |
| 【Company Research】Xtep (1368 HK) – Sustaining demand for domestic fashion |
| 【Company Research】Want Want (151 HK) – Downgrade to Hold as cost pressure not priced in |
| 【Company Research】Cafe De Coral (341 HK) – China to grow fast and HK to turn positive |