【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 |
【Company Research】GAC Group (2238 HK) – 3Q22 earnings miss on impairment, Toyota |
【公司研究】腾讯控股 (700 HK) – 发挥生态系统价值,拓展业务边界 |
【公司研究】阿里巴巴 (BABA US) – 巩固实力,寻找增长新空间 |