【Fixed Income Research】HRINTH: What are behind the name change? |
【Sector Research】China Property Sector – NBS Oct data in line, Nov-Dec may continue to be weak on low buying sentiment |
【Company Research】JD.com (JD US) – Better-than-feared 3Q results |
【Company Research】Mobvista Inc. (1860 HK) – Margin intact with topline acceleration |
【Company Research】Xpeng Inc. (XPEV US) – GPM pressure persists despite possible sales beat |
【Company Research】Tencent (700 HK) – 3Q23 earnings beat on strong operating leverage and business innovation |
【行业研究】GLP-1产业链蕴藏巨大潜力– 解析全球研发趋势,把握产业链投资机遇 |
【Sector Research】China Heavy Duty Truck – Natural gas HDT +14.8x YoY in Oct on low base; Expect momentum to continue; Weichai our top pick |
【Company Research】Huya Inc. (HUYA US) – Looking at game monetization and better margin |
【Company Research】PDD Holdings (PDD US) – Rapid overseas business expansion |