| 【Company Research】Li Auto Inc. (LI US) - 4Q23 results set the tone for resilient FY24 |
| 【Sector Research】China Insurance – 1M24 life premiums fell short of expectations |
| 【Company Research】Yancoal Australia (3668 HK) – Decline in 2023 net profit largely expected; Valuation to be supported by attractive yield |
| 【Sector Research】Capital Goods – Equipment replacement proposed in Central government meeting; positive to HDT sector |
| 【行业研究】必选消费 - 国内旅游零售有望在2季度完成美妆库存调整 |
| 【Company Research】Trip.com (TCOM US) - Lead industry recovery amid release of strong travel demand |
| 【Company Research】New Oriental (EDU US) - Bracing for a new growth stage |
| 【Fixed Income Research】YUZHOU: More thoughts on the restructuring plan |
| 【Sector Research】Semi - Nvidia continues to impress |
| 【Company Research】Amazon (AMZN US) - Steady ship heading for new growth stage |