| 【Company Research】Ke Holdings (BEKE US) – Strong 2Q guidance points to a robust 1H23 |
| 【Company Research】Alibaba (BABA US) – In progress to enhance shareholder value |
| 【Company Research】ZTO Express (ZTO US) – Best of both worlds |
| 【Company Research】ZTO Express (2057 HK) – Best of both worlds |
| 【Company Research】Greentown Management (9979 HK) – Reverse roadshow takeaways: high demand continues, Maintain Buy |
| 【Company Research】Tencent (700 HK) – Solid recovery across all business lines |
| 【Company Research】iQIYI (IQ US) – Looking into 2Q23E rich pipeline |
| 【Company Research】Huya Inc. (HUYA US) – Better margin improvement ahead |
| 【Sector Research】China Internet – April online retail sales recap |
| 【Company Research】Baidu (BIDU US) – Cloud business turned profitable |