【行业研究】中国医药 – 海外CXO/生命科学上游2023 & 4Q23业绩剖析:业绩分化贯穿全年;24下半年需求复苏渐成共识 |
【Company Research】Weibo (WB US) - Weathering a challenging FY24 |
【Company Research】Ke Holdings (BEKE US) - Positive sign showed amid bumpy recovery |
【Company Research】361 Degrees (1361 HK) – Resilient outlook backed by rising popularity |
【Company Research】FIT Hon Teng (6088 HK) - FY23 in line; upbeat FY24E outlook on AI server/networking, EV and AirPods upside |
【Company Research】Horizon CD (9930 HK) - 2023 earnings in line; 15% share price pullback looks overdone |
【Sector Research】Property - Sales show recovery sign, banks may help semi-SOE |
【Company Research】361 Degrees (1361 HK) - Star products & sponsorships-led turnaround |
【Company Research】Intron Tech (1760 HK) - FY23E Preview: industry headwinds mostly priced in; Awaiting recovery in FY24E |
【Fixed Income Research】European AT1 Top Picks: BACR 6 ⅛ PERP, BACR 4 ⅜ PERP and INTNED 3 ⅞ PERP |