| 【行业研究】中国医药 - 行业支持政策有望落地，业绩复苏可期 |
| 【Sector Research】Capital Goods - Domestic sales of excavators +13% in Apr encouraging; Decline in export expected |
| 【Company Research】BeiGene (BGNE US) - Consistently exceeding expectations |
| 【Company Research】Xiaomi (1810 HK) - 1Q24E preview: Expect strong earnings ahead; Raise TP to HK$23.77 |
| 【Sector Research】Consumer Discretionary - Cautiously optimistic after a mixed golden week |
| 【Company Research】Walt Disney Co (DIS US) - Looking beyond 3Q OI volatility |
| 【Sector Research】Property - Weekly highlight: Holiday sales update and takeaway from channel check in Beijing |
| 【Sector Research】Auto - OEMs’ different strategies amid higher discount |
| 【Sector Research】Auto - Leading indicators, policy imply a strong May |
| 【Company Research】PICC P&C (2328 HK) - 1Q24 catastrophe-induced claims fully released; FY24 CoR guidance sustained; exp. >40% payout |
公司地址：香港中环花园道三号冠君大厦45-46楼
电话：（852）3900-0888 传真：（852）3761-8788
招银国际版权所有 Copyright © 2019-2026 CMB International Capital Corporation Limited. All rights reserved.
