【Company Research】Q-Tech (1478 HK) - Jan shipment beat; Focus on high-end smartphone recovery in 1H24E |
【行业研究】装备制造 - 卡特彼勒24年经营指引以及对中国主机厂的意义 |
【Sector Research】Semi - Hyperscalers’ FY23 results review |
【Company Research】Jiumaojiu (9922 HK) – Introduced the franchise model for Tai Er |
【Sector Research】Auto - Chinese brands’ discounts continued to widen in Jan |
【公司研究】雅诗兰黛 (EL US) – 2Q业绩超预期;指引微修确认拐点于下半年出现 |
【Company Research】PICC P&C (2328 HK) - Expect FY23E CoR guidance met; underwriting of NEVs and individual A&H to drive new growth |
【Sector Research】Insurance - Life premiums up by double digits for the first time in 3 years; P&C growth dragged by non-auto |
【Sector Research】China Property – Weekly highlight: which projects in whitelist are more likely to obtain incremental loans? |
【Sector Research】Auto - Moderate leading indicators may result in mild recovery after CNY |