| 【公司研究】快手 (1024 HK) – 2023投资日: 夯实内容生态,变现韧性增长 |
| 【Company Research】Shengyi Tech (600183 CH) – Expect modest sequential growth in 2H23 |
| 【Company Research】Shennan Circuit (002916 CH) – Soft 1H23 numbers suggest no immediate turnaround |
| 【Sector Research】China PCB Sector- Weak market in 2023: growth in EV & AI server offset by soft consumer electronics demand |
| 【Company Research】CR Gas (1193 HK) – Sound operating data in Aug with steady growth outlook |
| 【Company Research】ENN Energy (2688 HK) – Share award scheme and shareholding increase plan bolster confidence amid conservative outlook |
| 【公司研究】中国中免 (601888 CH) – 盈利能力维稳,保障净利额为全年首要目标 |
| 【Fixed Income Research】China TMT: Maintain buy XIAOMI’30-31s, XIAOMI 0’27 (CB), MEITUA’27-28s (CB), initiate buy on WB 3 3/8’30 |
| 【Sector Research】China Internet – August online retail sales recap |
| 【Sector Research】China Technology – Global SPE 2Q23 Wrap: China demand remains resilient; Awaiting upcycle after 2023 slowdown |