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Alibaba Health (0241.HK)_ GS China+ Conference 2023 — Key Takeaways_ Aug's operational growth rebounded from Jul's low; Neutral.pdf
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Americas Technology_ Semiconductors_ Top 10 Takeaways from Communacopia + Technology.pdf
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Americas Technology_ Software_ Communacopia + Technology 2023 — Software Landing Driven by Generative AI Tailwind .pdf
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Arrow Home Group Co Ltd (001322.SZ)_ GS China+ Conference 2023 —Good QTD progress for stable ASP and margin recovery in 2H; d....pdf
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Beijing Roborock Technology (688169.SS)_ GS China+ Conference 2023 — Key Takeaways_ Robust momentum into 3Q, further room on ....pdf
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Beijing Roborock Technology (688169.SS)_ Raise growth forecast on faster share gain globally; introduce our global RVC tracke....pdf
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Chengdu XGimi Technology Co. (688696.SS)_ Uncertainty likely to persist near term due to demand weakness and competition from....pdf
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China Real Estate_ GS China+ Conference 2023 — Key Takeaways_ Policy and Outlook.pdf
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China Restaurants_ Monthly Tracker_ Aug trending same as Jul; Sentiment weakened into Sep on seasonality.pdf
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China Spirits Tracker_ Mid-Autumn Prepayment On Track; Strong channel feedback on Moutai, Fen Wine and Anhui Spirits.pdf
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China_ Strategy toward the year-end_ A trade within a trading range.pdf
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Coal Tracker_ Newcastle rally has overshot fundamentals.pdf
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Eve Energy Co. (300014.SZ)_ Tapping into the U.S. commercial vehicle market, Buy.pdf
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Global Markets Analyst_ DM Debt - How to Move Mountains (Cole_Grut).pdf
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Global Markets Daily_ European traded inflation shrugs off growth worries.pdf
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GOAL Kickstart_ Negative macro momentum weighs on European assets.pdf
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GS Equity Radar_ Global Views _ Why AI is not a Bubble _ Communacopia _ Evaluating Green Shoots in Capital Markets.pdf
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Guangzhou Tinci Materials (002709.SZ)_ Electrolyte profit likely testing new lows; Sell.pdf
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Hangzhou First Applied Material (603806.SS)_ GS China+ Conference 2023 — Key Takeaways_ Gaining market share amid downstream ....pdf
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Hirain (688326.SS)_ Better 2H23 ahead with recovering end-demand and product lines expansion; Buy.pdf
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Hisense Home Appliances Group (000921.SZ_0921.HK)_ GS China+ Conference 2023 — Key Takeaways_ Still robust growth momentum an....pdf
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Jiangsu Hengli Hydraulic Co. (601100.SS)_ GS China+ Conference 2023 — Key Takeaways_ Non-excavator strength sustained; Neutral.pdf
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Lianchuang (002036.SZ)_ Tech Tour_ Vehicle camera drives growth; Buy.pdf
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PDD Holdings (PDD)_ Addressing key investor debates post upgrade; domestic ad growth outlook & Temu risks the key focuses; Buy .pdf
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Pulp & Paper_ China Ongoing Pulp Strength, Will it Last_.pdf
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US Daily_ The Q4 Pothole_ Student Loans, Shutdown, and Strikes (Walker_Phillips).pdf
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Where to Invest Now_ Touchdown.pdf
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Yili Industrial (600887.SS)_ GS China+ Conference 2023 - Sequential recovery and margin expansion target intact; Buy.pdf
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