| 【Company Research】Bilibili (BILI US) - Strong games and ads businesses to pave way for breakeven in 3Q24E |
| 【Company Research】Xiaomi (1810 HK) - 2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY |
| 【Company Research】Geely Automobile (175 HK) - Solid 1H24 earnings, better NEV outlook |
| 【公司研究】固生堂 (2273 HK) - 门店扩张速度进入快车道,加速打造第一民营中医品牌 |
| 【Company Research】Willsemi (603501 CH) - Solid 1H24 results with continued recovery in CIS business |
| 【Company Research】Sunny Optical (2382 HK) - Gearing up for new growth cycle; Raise TP to HK$72.52 |
| 【Company Research】ZTO Express (ZTO US) - 2Q24 core earnings +10% with stable unit margin |
| 【Company Research】ZTO Express (2057 HK) - 2Q24 core earnings +10% with stable unit margin |
| 【Company Research】Xtep (1368 HK) - Better margins despite cautious sales growth |
| 【Company Research】Kelun-Biotech (6990 HK) - Innovative bispecific ADC product licensed to MSD |