| 【Company Research】BOE Varitronix (710 HK) – Positive on shipment recovery and capacity expansion in 2H23E |
| 【Company Research】CSPC Pharmaceutical (1093 HK) – Steady finished drug sales |
| 【Company Research】Xtep (1368 HK) – The growth story is intact despite volatility |
| 【Company Research】AK Medical (1789 HK) – Solid growth driven by increasing non-VBP sales |
| 【Company Research】Poly Services (6049 HK) – 1H23 results in line but AR remains a concern |
| 【Sector Research】China Technology – Global fabless/IDM 2Q23 wrap: expect continued inventory correction for non-AI players; All eyes on NVDA 3Q23E guidance |
| 【公司研究】百果园 (2411 HK) – 1H23收入同比+6.4%；9月进港股通 |
| 【Company Research】iQIYI (IQ US) – Prioritizing on long-term subs value |
| 【Company Research】Smoore Int’l (6969 HK) – 1H rev/np -9%/-48%; potential turn-around by 2024 |
| 【Company Research】Glodon (002410 CH) – 1H23 miss amid property sector headwind |
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