【Company Research】Alibaba (BABA US) – Business transition ongoing |
【Company Research】Horizon CD (9930 HK) – Expect solid 2023E earnings; Higher free float to boost valuation |
【Sector Research】Technology – CES 2024 Preview: AI PC, AR/VR, display/TV and auto tech to be the highlights |
【公司研究】中国中免 (601888 CH) – 全年业绩略逊预期; 下调24年收入/净利9%/16% |
【Company Research】Kingdee (268 HK) – Resilient performance amid macro headwinds |
【Company Research】Anta Sports (2020 HK) – An inline but resilient 4Q23; Amer filed for IPO |
【Sector Research】China Auto Sector: 2023 ended with rising NEV leading indicators |
【Sector Research】China Auto Sector: 2023 ended with more than half brands’ discounts reaching all-time highs |
【Fixed Income Research】Asia Credit outlook 2024 - Value hunting in a shrinking space |
【Company Research】Samsonite (1910 HK) – 4Q preview: sales/adj. EBITDA +18%/+36% |