【Company Research】AIA Group Ltd. (1299 HK) – Long-term growth intact, expect 2H22 recovery |
【Company Research】Yunkang Group (2325 HK) – Continued solid revenue growth in 9M22 |
【Company Research】SANY International (631 HK) – Key takeaways from post-results call and NDR |
【Company Research】Haier Smart Home (6690 HK) – Resilient growth and margins amid headwinds |
【Company Research】BYDE (285 HK) – 3Q margin recovery a positive sign; Maintain HOLD on fair valuation |
【Company Research】Willsemi (603501 CH) – Sluggish 3Q22 performance; Downgrade to HOLD as near-term pressures may last longer |
【Company Research】JS Global Lifestyle (1691 HK) – A robust sales growth but also a higher opex |
【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 |