| 【Company Research】AK Medical (1789 HK) - Resilient performance in 1H24, expecting recovery in 2H24 |
| 【Company Research】Salesforce (CRM US) - cRPO growth reaccelerates; eyes on new AI product launch |
| 【Company Research】Innovent Biologics (1801 HK) - 2025 EBITDA breakeven goal unchanged |
| 【Company Research】SANY International (631 HK) - Scale-down of solar power expansion plan a positive move |
| 【Company Research】Tigermed (300347 CH) - Order growth in 1H24 signals reduced uncertainties in demand recovery |
| 【Company Research】Tongda (698 HK) - Non-metal casing upgrade and Smart-tech to drive earnings recovery in FY25E |
| 【Company Research】Great Wall Motor (2333 HK) - Strong earnings to continue with a new H6 needed |
| 【Company Research】BYD (1211 HK) - Solid sales, earnings outlook despite mixed 2Q |
| 【Company Research】Li Auto Inc. (LI US) - Proven resilience gives us confidence in BEVs |
| 【Sector Research】Semiconductors - Nvidia 2Q review: A strong beat-and-raise quarter; eyes on Blackwell shipment and margin |
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