| 【Sector Research】China Auto Sector – Jul leading indicators: NEV new orders rose MoM |
| 【Sector Research】China Auto Sector – Jul discount: Chinese narrowed, foreign widened |
| 【Company Research】Xiaomi (1810 HK) – 2Q23E preview: earnings recovery to accelerate; Maintain BUY |
| 【Company Research】Budweiser APAC (1876 HK) – 2Q organic sales +15%; overall a mix bag but we see China strength a good trade |
| 【Sector Research】China Technology – Apple FY3Q23 in-line on record-high service offsetting soft iPhone/Mac/IPad sales |
| 【Company Research】Tongda (698 HK) – 1H23 Preview: weak revenue amid industry headwinds; expect smartphone recovery in 2H23E |
| 【Company Research】FIT Hon Teng (6088 HK) – 1H23 Preview: expect weakness in-line; Back-end loaded in 2H23E |
| 【Company Research】BeiGene (BGNE US) – Product sales soared in 2Q with improved cost efficiency |
| 【Company Research】Transfer of Coverage |
| 【Company Research】Termination of Coverage |
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