| 【Company Research】Momo (MOMO US) – Heading into Tantan’s transition |
| 【Company Research】Razer Inc. (1337 HK) – Well-positioned integrated ecosystem for gamers |
| 【Company Research】Simcere Pharmaceutical Group (2096 HK) – Sanbexin on high growth path upon NRDL inclusion |
| 【Company Research】CR Beer (291 HK) – 2025E premiumization target lifted; raise TP to HK$91.90 |
| 【Company Research】China Hongqiao (1378 HK) – Aiming for long-term growth |
| 【Sector Research】China Property Sector – The impact of public REITs on developers |
| 【Company Research】Chinasoft (354 HK) – Huawei debut Harmony OS for smartphone |
| 【Sector Research】China Property Service Sector – Study the impact of Guangzhou Pandemic |
| 【Sector Research】China AI surveillance – Still a lot of Hisilicon inventories |
| 【Company Research】CR Beer (291 HK) – Sponsorship deal to expand young customer base |