| 【Company Research】Nongfu Spring (9633 HK) - 1H24 missed, tea became top profit contributor |
| 【Sector Research】Semiconductors - Nvidia 2Q review: A strong beat-and-raise quarter; eyes on Blackwell shipment and margin |
| 【Company Research】Proya Cosmetics (603605 CH) - Best earnings among peers, strong momentum sustained |
| 【Company Research】Hansoh Pharma (3692 HK) - Strong sales growth of innovative drugs |
| 【Company Research】Intron Tech (1760 HK) - 1H24 below on weaker margin; Lower estimates on near-term industry headwinds |
| 【Company Research】Shengyi Tech (600183 CH) - Solid 1H24 earnings; high copper price to have modest impact in near term |
| 【Company Research】Shennan Circuit (002916 CH) - Strong 1H24 results w/ double-digit growth across segments & meaningful margin expansion |
| 【Company Research】BYDE (285 HK) - 1H24 first take: strong revenue growth dragged by GPM and selling expenses |
| 【Company Research】Meituan (3690 HK) - An upbeat 2Q with enhanced full-year earnings outlook |
| 【Fixed Income Research】CHJMAO: A stand-out player in the sector |
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