| 【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 |
| 【Company Research】Trip.com (TCOM US) - Looking beyond release of pent-up demand to globalization |
| 【Company Research】Li Auto Inc. (LI US) - Is the Mega lesson worthwhile? |
| 【Sector Research】Property - NBS 4M24: REI continued weakening as expected; BJ’s relaxation showed noticeable effect |
| 【Sector Research】China Insurance - 4M24 life diverged in face of high base; P&C top players dragged by non-auto |
| 【Company Research】Mobvista Inc. (1860 HK) - Solid 1Q24 with enhanced profitability |
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