| 【Company Research】BeOne Medicines (ONC US) - Solid 2Q results, eyes on CDK4i readouts by year-end |
| 【Sector Research】Logistics - Price floor in Guangdong likely set an example for other regions; Staying +ve on the sector |
| 【Company Research】Datadog (DDOG US) - Solid 2Q results with better-than-expected operating efficiency gains |
| 【Company Research】Xiaomi (1810 HK) - 2Q25 Preview: expect strong earnings backed by IoT/EV momentum and solid smartphone |
| 【行业研究】软件 & IT服务 - 海外云厂商：营收增速环比加快，利润率表现分化 |
| 【Company Research】Yum China (9987 HK/YUMC US) - Target kept but cash return may be limited |
| 【Company Research】China Tower (788 HK) - 1H25 results in-line; Maintain HOLD |
| 【Sector Research】Logistics - Strong policy momentum to curb price war; a similar price hike story like 2022 |
| 【Company Research】Green Tea Group (6831 HK) - 1H25E profit comes as surprise with positive 2H25E outlook |
| 【Company Research】Amazon (AMZN US) - Solid 2Q25 results; AWS revenue and earnings growth remain key to watch |
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