| 【Company Research】Weichai Power (2338 HK) – 4Q23E earnings surged 31-71% YoY, above expectation |
| 【Company Research】TME (TME US) - Online music business maintains solid growth amid macro uncertainty |
| 【Company Research】Tencent (700 HK) - Weixin monetization shows continuous progression |
| 【Company Research】Kuaishou (1024 HK) – Resilient 4Q23E with better margin outlook |
| 【Company Research】Henlius Biotech (2696 HK) – Promising Ph2 data of innovative assets |
| 【Company Research】iQIYI (IQ US) – Margin intact with continued ARM expansion |
| 【Company Research】Tongcheng Travel (780 HK) – Robust travel demand in FY24E |
| 【Company Research】Yili (600887 CH) - 4Q preview: rev/np reach RMB30.7bn/1.1bn |
| 【Company Research】Li Auto Inc. (LI US) – 4Q23 earnings preview: NP to be flat QoQ |
| 【Company Research】Horizon CD (9930 HK) – Sell-off unjustified; expect pressure to end in 2-3 days; BUY on price weakness |