【Company Research】Bilibili (BILI US) – Prioritizing profitability and quality user growth |
【Sector Research】China Auto Sector – May NEV likely to hit second highest in history |
【Company Research】JOYY Inc. (YY US) – 2H23E recovery in sight |
【Company Research】Recbio (2179 HK) – Clinical development of core pipeline products continues |
【公司研究】迈瑞医疗 (300760 CH) – 打造智能生态,剑指世界一流 |
【Company Research】Weibo (WB US) – Solid margin and attractive valuation; wait for top-line recovery |
【Company Research】Meituan (3690 HK) – Determined to maintain local consumer services industry consumer mind share |
【Company Research】NetEase (NTES US) – Solid mobile games and margin improvement support strong 1Q23 results |
【Company Research】CSPC Pharmaceutical (1093 HK) – To further expand mRNA and ADC pipelines |
【Sector Research】China Auto Sector – Mixed picture ahead as inventory risk lingers |