| 【Company Research】BeiGene (BGNE US) - Consistently exceeding expectations |
| 【Company Research】Xiaomi (1810 HK) - 1Q24E preview: Expect strong earnings ahead; Raise TP to HK$23.77 |
| 【Sector Research】Consumer Discretionary - Cautiously optimistic after a mixed golden week |
| 【Company Research】Walt Disney Co (DIS US) - Looking beyond 3Q OI volatility |
| 【Sector Research】Property - Weekly highlight: Holiday sales update and takeaway from channel check in Beijing |
| 【Sector Research】Auto - OEMs’ different strategies amid higher discount |
| 【Sector Research】Auto - Leading indicators, policy imply a strong May |
| 【Company Research】PICC P&C (2328 HK) - 1Q24 catastrophe-induced claims fully released; FY24 CoR guidance sustained; exp. >40% payout |
| 【Company Research】EVA Holdings (838 HK) - In a transition from tier-2 to tier-1 supplier |
| 【Company Research】CPIC (2601 HK) - VNB growth accelerated; NP turned positive YoY |