| 【Company Research】Geely Automobile (175 HK) - Solid earnings with more competitive models ahead |
| 【Company Research】Dmall Inc (2586 HK) - 1H25 review: AI empowers retail solutions and enhances operational efficiency |
| 【Company Research】361 Degrees (1361 HK) - Guidance unchanged but we are concerned |
| 【Company Research】Geekplus (2590 HK) - A rising star in global AMR for warehouse automation; a unique play in HK market |
| 【Company Research】FIT Hon Teng (6088 HK) - 2Q business transition accelerated; AI cables/liquid cooling/power/auto momentum on track |
| 【Company Research】Tencent (700 HK) - 2Q25 results: strong games and marketing businesses; AI drove business growth |
| 【Company Research】TME (TME US) - 2Q25 results beat; emerging opportunities beyond subscription |
| 【Company Research】Kingdee (268 HK) - Recovery in revenue growth in line with expectation, with more updates on AI |
| 【Company Research】Q-Tech (1478 HK) - 1H25 non-mobile and GPM beat; FY25E guidance raised on drone/auto/XR momentum |
| 【Company Research】SANY International (631 HK) - 2Q25E profit rose 16-35% largely in-line; Solid growth trajectory |