| 【Company Research】Tongda (698 HK) - 1H24E preview: eyes on Android recovery and smart tech growth |
| 【Company Research】ImmuneOnco (1541 HK) - Achieved significant overseas licensing partnership |
| 【Company Research】Xiaomi (1810 HK) - 2Q24E preview: expect resilient core earnings with better EV profitability; Reiterate BUY |
| 【Company Research】Amazon (AMZN US) - 2Q earnings beat; YoY margin expansion remains on track although the pace may slow |
| 【Sector Research】Technology - Apple 3QFY24 beat on strong iPad and services; Awaiting iOS18/Apple Intelligence launch in fall |
| 【Company Research】DPC Dash (1405 HK) - Outlook stays healthy after positive profit alert |
| 【Company Research】Hutchmed (13 HK) - Fruquintinib’s overseas sales beat |
| 【Sector Research】Auto - Likely first MoM rise for Jul NEV retail since 2021 |
| 【Company Research】Meta (META US) - 2Q24 earnings beat; intact FY24 earnings growth outlook despite AI investment |
| CMBI Fixed Income - NWDEVL: A step to resume access to capital markets |