【Company Research】Ke Holdings (BEKE US) – Limited long-term impact on commission rate cut for home transactions in Beijing |
【Company Research】JS Global Lifestyle (1691 HK) – Distressed valuation and potential turnaround |
【Sector Research】China Auto Sector – More NEV model rollouts as a positive catalyst |
【公司研究】爱奇艺 (IQ US) – 2023悦享会: 精品片单发布,优质内容+AIGC共驱增长 |
【公司研究】快手 (1024 HK) – 2023投资日: 夯实内容生态,变现韧性增长 |
【Company Research】Shengyi Tech (600183 CH) – Expect modest sequential growth in 2H23 |
【Company Research】Shennan Circuit (002916 CH) – Soft 1H23 numbers suggest no immediate turnaround |
【Sector Research】China PCB Sector- Weak market in 2023: growth in EV & AI server offset by soft consumer electronics demand |
【Company Research】CR Gas (1193 HK) – Sound operating data in Aug with steady growth outlook |
【Company Research】ENN Energy (2688 HK) – Share award scheme and shareholding increase plan bolster confidence amid conservative outlook |