【公司研究】华润啤酒 (291 HK) – 全年派息比例59%,啤酒高端化趋势不变,白酒稳步发展 |
【Sector Research】Internet - 2M24 online retail sales recap |
【Company Research】Kelun-Biotech (6990 HK) - MSD has further expedited global clinical development of SKB264 |
【行业研究】中国医药 - 海外医疗器械行业2023年度业绩剖析:手术市场强劲复苏,设备采购需求逐渐改善 |
【行业研究】中国医药 - 期待创新支持政策落地 |
【公司研究】深南电路 (002916 CH) - 四季度收入强劲,提振全年业绩 |
【Company Research】AIA Group Ltd. (1299 HK) - FY23 VNB +33% in line; strong MCV momentum sustained to 1-2M24 |
【Company Research】Tuhu Car (9690 HK) - Solid FY23 with better profitability |
【Company Research】Mobvista Inc. (1860 HK) - Focusing on margin enhancement |
【Sector Research】Capital Goods - 2M24: Solid growth of forklifts; weakness continued for tower cranes & excavators |