| 【Company Research】Ke Holdings (BEKE US) - Eyeing on the pace of fundamental recovery post sentiment rebound |
| 【Company Research】Bilibili (BILI US) - Revitalizing business model; intact breakeven target |
| 【Company Research】NetEase (NTES US) - Inline 1Q24 results; upbeat on game revenue growth reacceleration in 2H24E |
| 【Company Research】Xiaomi (1810 HK) - 1Q24 beat on strong margins; Positive on upbeat SU7 delivery target |
| 【Sector Research】Semi - Nvidia: To keep growing for longer |
| 【Company Research】PDD Holdings (PDD US) - Increased monetization drove a strong beat on results |
| 【Company Research】Kuaishou (1024 HK) - Bullish on earnings upside |
| 【Sector Research】Property - Weekly highlight: Chengdu & Hangzhou show initial improvement after removal of purchase restrictions |
| 【Company Research】Tongcheng Travel (780 HK) - Resilient travel consumption to continue |
| 【Company Research】Xpeng Inc. (XPEV US) - Await more details about Mona |
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