【Company Research】JD.com (JD US) - Driving user growth and user experience improvement |
【Company Research】BYDE (285 HK) - Market concerns overdone; Strong NEV and Jabil mobile synergies ahead |
【Company Research】Netflix (NFLX US) – Bullish on margin expansion and subs upside |
【Company Research】Sinotruk (Hong Kong) (3808 HK) – Big surprise on 2023E earnings; TP raised |
【公司研究】华润电力 (836.HK) - 发电良好,新能源装机提速容量电价积极影响可期 |
【Company Research】Weichai Power (000338 CH) – 4Q23E earnings surged 31-71% YoY, above expectation |
【Company Research】Weichai Power (2338 HK) – 4Q23E earnings surged 31-71% YoY, above expectation |
【Company Research】TME (TME US) - Online music business maintains solid growth amid macro uncertainty |
【Company Research】Tencent (700 HK) - Weixin monetization shows continuous progression |
【Company Research】Kuaishou (1024 HK) – Resilient 4Q23E with better margin outlook |