| 【Company Research】Goertek (002241 CH) - Solid GPM recovery in 1H24; Poised to benefit from “AI+XR” trend in 2H24E |
| 【Company Research】Alibaba (BABA US) - Driving for monetization improvement while maintaining stabilizing market share |
| 【Company Research】JD.com (JD US) - Stringent ROI target on investments brings better-than-expected 2Q earnings growth |
| 【Fixed Income Research】Yanlord: Weak 1H24 results and cautious outlook |
| 【Sector Research】Capital Goods - Turning cautious on export market; D/G Sinotruk to HOLD; Maintain BUY on Weichai |
| 【Company Research】Tencent (700 HK) - Inline 2Q24 results; games business to drive revenue growth acceleration in 2H24E |
| 【Company Research】China Lilang (1234 HK) - Guidance cut amid uncertainties in 2H24E |
| 【Sector Research】China Insurance - Insurance funds: Life/P&C diverged in allocation; financial yields marginally recovered in 2Q |
| 【公司研究】贝克微 (2149 HK) - 中国领先的模拟图案晶圆供应商有望实现长期增长 |
| 【Company Research】FIT Hon Teng (6088 HK) - 2Q24 in-line; Upbeat guidance on power busbar and liquid cooling order wins |
公司地址：香港中环花园道三号冠君大厦45-46楼
电话：（852）3900-0888 传真：（852）3761-8788
招银国际版权所有 Copyright © 2019-2026 CMB International Capital Corporation Limited. All rights reserved.
