| 【Company Research】Horizon CD (9930 HK) - Back to capex growth model to achieve product diversification & overseas expansion |
| 【公司研究】中际旭创 (300308 CH) - 强劲基本面无惧市场波动,重申买入评级 |
| 【Company Research】Yum China (YUMC US) - The best-in-class costs management in 2Q24 |
| 【Sector Research】Auto - Discounts continue to widen despite some OEMs’ intention to exit price war |
| 【Company Research】Yum China (9987 HK) - The best-in-class costs management in 2Q24 |
| 【Sector Research】Auto - Resilient leading indicators during off-peak time |
| 【Company Research】Yuexiu Transport (1052 HK) - 1H24 earnings down 27% YoY below our expectation; expect a better 2H24E |
| 【Company Research】Tongda (698 HK) - 1H24E preview: eyes on Android recovery and smart tech growth |
| 【Company Research】ImmuneOnco (1541 HK) - Achieved significant overseas licensing partnership |
| 【Company Research】Xiaomi (1810 HK) - 2Q24E preview: expect resilient core earnings with better EV profitability; Reiterate BUY |