【Company Research】TME (TME US) – Inline 3Q23 results; strong music subscription revenue growth |
【Sector Research】China Construction Machinery – Assessing the impact of the European Commission’s anti-dumping investigation against China-made AWP |
【Company Research】Xtep (1368 HK) – Guidance cut after a weak Double 11 festival |
【Company Research】Samsonite (1910 HK) – 3Q Rev/NP +21%/94%; low-teen growth for 2024E |
【Sector Research】Technology (Hardware/Semi): Will Humane’s AI-powered screenless device become the successor to smartphones? |
【公司研究】固生堂 (2273 HK) – 打造第一民营中医服务连锁品牌 |
【Company Research】BeiGene (BGNE US) – Strong sales momentum continued in 3Q |
【公司研究】宝尊电商 (BZUN US) – 分析师大会:GAP战略推进,焕新提效显著 |
【Sector Research】China Internet – Trends observed from this year’s Double 11 shopping festival |
【Sector Research】Technology (Hardware/Semi): Thoughts on Nvidia’s customized AI chips for China |