【行业研究】中国汽车行业– 2023广州车展:产品定义与技术创新并重 |
【Company Research】AK Medical (1789 HK) – 2023 guidance cut, expecting recovery in 2024 |
【Company Research】Atour Lifestyle (ATAT US) – Guidance raised and we stay positive in LT |
【Company Research】ZTO Express (2057 HK) – Good execution but rising concerns on price competition |
【Company Research】ZTO Express (ZTO US) – Good execution but rising concerns on price competition |
【Sector Research】China Heavy Duty Truck – Weichai’s multi-cylinder engine sales +71% YoY; Market share gain continues |
【Company Research】Alibaba (BABA US) – Remain committed to enhance shareholder returns |
【Sector Research】China Technology – Global fabless/IDM 3Q23 wrap: PC/SP recovery, auto/ industrial mixed; Eye on Edge AI as new growth driver |
【Sector Research】Technology (Hardware/Semi) – Hyperscalers to deploy more custom AI chips to optimize & integrate AI infrastructure for maximized performance |
【Company Research】NetEase (NTES US) – Games revenue growth accelerated with solid margin expansion |