| 【Sector Research】Auto - Aug leading indicators may imply a solid Sep |
| 【Sector Research】Capital Goods - Excavator exports grew for the first time in 15 months |
| 【Sector Research】Auto - Will “Golden Sep” reoccur after a peaceful Aug? |
| 【Company Research】NIO Inc. (NIO US) - New brands unlikely to help NIO break even |
| 【Company Research】Technology - Apple Sep event preview: All eyes on AI integration with new iPhone 16/Watch/AirPods |
| 【Company Research】New Hope Services (3658 HK) - Robust expansion pace + anti-cyclical VAS; Maintain BUY |
| 【Company Research】CPIC (2601 HK) - Steam ahead with doubled 2Q net profit and strong NBV uptrend; revise up TP |
| 【Fixed Income Research】Seazen: IPs continue to matter |
| 【Company Research】Haidilao (6862 HK) - Waiting for new initiatives to shine, with yields |
| 【Company Research】Jinmao Property Services (816 HK) - Improved independence with a recovered central SOE as parentco; Upgrade to BUY |
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