【Company Research】iQIYI (IQ US) – Expecting upbeat margin on better ARM |
【Sector Research】China Property Sector: NBS Sep data: gloomy as expected, no strong rebound, only mild recovery in 4Q in our view |
【Company Research】Budweiser APAC (1876 HK) – 3Q preview: flattish rev/EBITDA growth |
【Sector Research】Technology (Hardware/Semi): Quick note on newly announced restrictions on advanced AI chips |
【Sector Research】China Technology: Implications of the US’s updated chip restrictions to global/domestic SPE and GPU companies |
【Company Research】Xtep (1368 HK) – An inline 3Q23 and strong FY24E guidance |
【Company Research】BYDE (285 HK) – 3Q23 beat and raise; Our sector top pick |
【Fixed Income Research】Opportunities from tender offer and repurchases |
【Sector Research】Technology (Hardware/Semi): Thematic investment and megatrend: Riding the AI wave into the next phase |
【Company Research】Tencent (700 HK) – Expect steady 3Q23 despite macro uncertainty |