| 【Sector Research】China Insurance - 7M24 Monthly: Life momentum kept strong; P&C edged up by auto & non-auto rebounds |
| 【Sector Research】Property - NBS 7M24: REI decline widened but its components all performed better, why? |
| 【Company Research】CR Beer (291 HK) - 1H24 Rev/NP -0.5%/+1.2%; earnings missed with beer premiumization continues |
| 【Company Research】Yancoal Australia (3668 HK) - 1H24 net profit -57% YoY below expectations; No interim dividend suggests potential M&A |
| 【Company Research】RemeGen (9995 HK) - Strong sales performance in 2Q |
| 【公司研究】贝克微 (2149 HK) - 上半年业绩强劲,保持积极展望 |
| 【Company Research】Li Ning (2331 HK) - We see long-term value but short-term risks |
| 【Company Research】Kingdee (268 HK) - Macro headwinds weighed on growth; loss reduction on track |
| 【Company Research】ZTE (763 HK) - Mixed 1H24 results |
| 【Company Research】China Hongqiao (1378 HK) - Net profit 1H24 +2.7x YoY, beat expectations |