| 【Company Research】Akeso (9926 HK) - Key data readouts for AK112 to validate global potential |
| 【Company Research】Haidilao (6862 HK) - Downside protected and more reforms start |
| 【Company Research】Anta Sports (2020 HK) - Softer Anta and stronger others, as expected |
| 【Company Research】Intron Tech (1760 HK) - 1H25 GPM pressure remained; Trim TP to HK$2.11 |
| 【Company Research】Meituan (3690 HK) - Seeking efficient ways to respond to intense competition |
| 【Company Research】CR MixC Lifestyle (1209 HK) - 1H25: Robust core biz growth with 100% dividend payout; Maintain Buy |
| 【Company Research】Ping An (2318 HK) - 1H25 a mixed bag: NBV beat while OPAT in line |
| 【Company Research】Meidong Auto (1268 HK) - Resilient profit, cash flow; Porsche to bottom out? |
| 【Company Research】Jinmao Services (816 HK) - New business integration drives new growth engines; Generous dividend pay-out |
| 【Company Research】BOE Varitronix (710 HK) - 1H25 dragged by higher costs; Positive progress in China NEV orders & overseas client wins |