| 【Company Research】Pinduoduo (PDD US) – Strong consumer mindshare aids monetization progress and cost optimization |
| 【Company Research】Alibaba (BABA US) – Consolidate strength, growing new horizons |
| 【公司研究】哔哩哔哩 (BILI US) – 用户数增长和活跃度提升仍是关键 |
| 【公司研究】微博 (WB US) – 应对短期逆风环境 |
| 【Company Research】Tongcheng Travel (780 HK) – Recovery in sight |
| 【Company Research】Tigermed (300347 CH) – Core business growth remains solid |
| 【Company Research】Shanghai Jahwa (600315 CH) – 3Q largely in-line; FY earnings track well to the ESOP target |
| 【Company Research】CR Beer (291 HK) – Another move to tap into the baijiu market; yet with near-term challenges |
| 【Sector Research】China Technology - Implications of global SPE leaders 3Q22 results on semi industry outlook |
| 【Sector Research】China Internet Sector – September online retail sales recap |
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