| 【Company Research】CTGR Group (600905 CH) – Robust 3Q23 power generation; controlling shareholder’s share increase plan demonstrates confidence |
| 【Sector Research】China Technology – Implications of ASML/LAM Research 3Q23 results |
| 【Company Research】Kuaishou (1024 HK) – Expecting another upbeat quarter |
| 【Company Research】Baidu (BIDU US) – Takeaway from 2023 Baidu World Conference |
| 【Company Research】Anta Sports (2020 HK) – 2023 Investor Day and the new 3 years targets: excited about Anta brand's new strategies |
| 【行业研究】必需消费行业 – 双十一护肤品类预售期概要 |
| 【Sector Research】China Insurance – 9M23 CN Insurers Monthly: Life growth narrowed in line; P&C growth diverged in auto & non-auto |
| 【Company Research】iQIYI (IQ US) – Expecting upbeat margin on better ARM |
| 【Sector Research】China Property Sector: NBS Sep data: gloomy as expected, no strong rebound, only mild recovery in 4Q in our view |
| 【Company Research】Budweiser APAC (1876 HK) – 3Q preview: flattish rev/EBITDA growth |