| 【Sector Research】China Construction Machinery – Assessing the impact of the European Commission’s anti-dumping investigation against China-made AWP |
| 【Company Research】Xtep (1368 HK) – Guidance cut after a weak Double 11 festival |
| 【Company Research】Samsonite (1910 HK) – 3Q Rev/NP +21%/94%; low-teen growth for 2024E |
| 【Sector Research】Technology (Hardware/Semi): Will Humane’s AI-powered screenless device become the successor to smartphones? |
| 【公司研究】固生堂 (2273 HK) – 打造第一民营中医服务连锁品牌 |
| 【Company Research】BeiGene (BGNE US) – Strong sales momentum continued in 3Q |
| 【公司研究】宝尊电商 (BZUN US) – 分析师大会:GAP战略推进,焕新提效显著 |
| 【Sector Research】China Internet – Trends observed from this year’s Double 11 shopping festival |
| 【Sector Research】Technology (Hardware/Semi): Thoughts on Nvidia’s customized AI chips for China |
| 【Sector Research】China Technology – SMIC/Hua Hong Semi 3Q23: in-line revenue; ASP/GPM pressure to persist into 4Q23E |