【Company Research】Longfor (960 HK) – Wu’s retirement: short-term pain for long-term gain |
【Company Research】PICC P&C (2328 HK) – Continual UW margin improvement |
【Company Research】CPIC (2601 HK) – VNB growth turned positive in 3Q22 |
【Company Research】Zhejiang Dingli - A (603338 CH) – 3Q22 earnings +36% YoY better than expectation; Raise earnings and TP on margin recovery |
【Company Research】SANY Heavy Industry – A (600031 CH) – Another weak quarter; Still challenging |
【Company Research】Joinn Laboratories (6127 HK) – Accelerating growth momentum driven by sustainable research model supply |
【Sector Research】China AI – Margin under pressure amid weakening demand |
【Company Research】Wingtech (600745 CH) – Mispriced business represents attractive buying opportunity |
【Company Research】Weichai Power-H (2338 HK) – Valuation close to the trough |
【Company Research】Weichai Power-A (000338 CH) – Expect further earnings cut by the Street; Prefer Weichai-H for large valuation discount |