| 【Sector Research】China Technology – Switching from AI/ChatGPT to demand recovery, innovation and localization into 2Q23E |
| 【Company Research】SenseTime (20 HK) – Unveiled large model SenseNova with live demo |
| 【Company Research】Alibaba (BABA US) – A recovery year ahead with more to expect |
| 【Company Research】Mobvista Inc. (1860 HK) – Looking into FY23E reacceleration |
| CMBI Fixed Income: Seazen: Maturing IP portfolio is a key differentiator |
| 【公司研究】爱奇艺 (IQ US) – 2023投资日: 中台化生态优势凸显，打造匠心内容 |
| 【Company Research】JS Global Lifestyle (1691 HK) – No FY23E guidance but the risk-reward is there |
| 【Company Research】Tian Lun Gas (1600 HK) – Stay optimistic in 2023 |
| 【Company Research】Haier Smart Home (6690 HK) – A 4Q22 miss and a prudent FY23E guidance |
| 【Company Research】Haidilao (6862 HK) – Reopen and staff costs reform-led turnaround |
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