【Company Research】Geely Automobile (175 HK) – Expect 2H23E net profit to double HoH |
【Sector Research】China Heavy Duty Truck – Multi-cylinder diesel engine sales +29% YoY in Dec |
【公司研究】周大福 (1929 HK) – 三季度零售额增长46 %;节日季强劲需求或延续至四季度 |
【Company Research】Prada SpA (1913 HK) – 4Q preview: cFX/reported sales +12.1%/6.4% |
【Company Research】Sirnaomics (2257 HK) – A differentiated biotech company in RNAi therapeutics |
【Company Research】FriendTimes Inc. (6820 HK) – Looking to FY24E rebound with rising ToF2 |
【Sector Research】Semiconductor - Thematic investing and megatrends: AI sales exposure reality check, by the number |
【Sector Research】Semiconductor – CES 2024 wrap up |
【Sector Research】Semiconductor – Synopsys eyes on Ansys: a potential software giant in the making |
【Company Research】Xtep (1368 HK) – 4Q23 was inline but macro is still challenging |