【Company Research】Salesforce (CRM US) - 4Q results in-line; eye on AI development |
【Company Research】Budweiser APAC (1876 HK) - 4Q23 a slight miss; S. Korea undershoot |
【Company Research】Netease (NTES US) - Solid pipeline to fuel FY24 revenue growth |
【Company Research】iQIYI (IQ US) - Improving profitability with solid guidance |
【Company Research】JNBY Design (3306 HK) – An impressive beat but a conservative outlook |
【Company Research】Baidu (BIDU US) - Eyeing on the pace of gen-AI rev generation |
【Sector Research】Capital Goods - Strong sales of AWPs & forklifts in Jan; Tower cranes the worst |
【Fixed Income Research】Yanlord: Weaker results but progresses in refinancing |
【Company Research】Shengyi Tech (600183 CH) - FY23 preliminary results review; expect gradual recovery in 2024 |
【Company Research】ZTE (763 HK) - MWC 2024: Industry moves towards developing 6G |