| 【Sector Research】China Consumer Sector – A strong comeback in 5-1 Golden Week |
| 【Sector Research】China Technology Sector – Apple FY2Q23 beat on strong iPhone and EM; Positive on resilient performance amid headwinds |
| 【Company Research】BeiGene (BGNE US) – Improving cost efficiency with rapid sales growth |
| 【Sector Research】China Sportswear Sector – 5-1 sales beat but competition intensified |
| 【Company Research】EC Healthcare (2138 HK) – Rebound of cross-border consumption to fuel growth in FY24 |
| 【Company Research】Yum China (YUMC US) – Confidence increases after upbeat 1Q23 result |
| 【行业研究】中国互联网行业 – 视频行业1Q23回顾及展望: 内容为王,变现提速 |
| 【Company Research】Yum China (9987 HK) – Confidence increases after upbeat 1Q23 result |
| 【Sector Research】China Internet – Release of pent-up demand aids robust travel and consumption recovery |
| 【Company Research】BYDE (285 HK) – 1Q23 beat on better GPM; Maintain HOLD on fair valuation |