| 【Company Research】ZTE (000063 CH) - Mixed 1H24 results |
| 【Company Research】BaTeLab (2149 HK) - Strong 1H24 results signal brighter days ahead |
| 【Company Research】Samsonite (1910 HK) - 2Q24 results slowed by soft demand, guidance revised downward |
| 【Company Research】Goertek (002241 CH) - Solid GPM recovery in 1H24; Poised to benefit from “AI+XR” trend in 2H24E |
| 【Company Research】Alibaba (BABA US) - Driving for monetization improvement while maintaining stabilizing market share |
| 【Company Research】JD.com (JD US) - Stringent ROI target on investments brings better-than-expected 2Q earnings growth |
| 【Fixed Income Research】Yanlord: Weak 1H24 results and cautious outlook |
| 【Sector Research】Capital Goods - Turning cautious on export market; D/G Sinotruk to HOLD; Maintain BUY on Weichai |
| 【Company Research】Tencent (700 HK) - Inline 2Q24 results; games business to drive revenue growth acceleration in 2H24E |
| 【Company Research】China Lilang (1234 HK) - Guidance cut amid uncertainties in 2H24E |