| 【Company Research】J&T Express (1519 HK) – Largest express delivery operator in SEA to expand globally |
| 【行业研究】海外顶奢消费跟踪 – 压制需求释放后，明年增长常态化 |
| 【Company Research】Topsports (6110 HK) – Turnaround continues after a resilient 3Q24 |
| 【Sector Research】China Property Sector – NBS Nov data in line, expect new policy in BJ/SH to boost secondary market in Dec |
| 【Sector Research】 China Technology – Takeaways of Intel AI Everywhere: Meteor Lake poised to unleash AI PC cycle in 2024 |
| 【Sector Research】China Internet – November online retail sales recap |
| 【Sector Research】China Internet – 2023 online games recap: Start of a new growth phase |
| 【Sector Research】China Semiconductor – Domestic AI chip makers accelerating their push as Nvidia’s alternatives |
| 【Company Research】Shengyi Tech (600183 CH) – Expect Shengyi to enter Nvidia supply chain in 2024 |
| 【Company Research】BeiGene (BGNE US) – ASH takeaways: Three synergistic haematology BIC/FIC molecules showing promising data |
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