【公司研究】洪九果品 (6689 HK) – 估值重调;改善经营性现金流为年内首要目标 |
【Sector Research】China Technology – Apple launch event: iPhone 15/Apple Watch inline; Camera upgrade remains the major focus |
【Sector Research】China Insurance – Optimized solvency measurement opens room for insurance funds participation in equity investment |
【Fixed Income Research】DALWAN: Another reality check |
【Company Research】Luxshare (002475 CH) – Recent correction overdone; Accumulate for Apple’s share gain and auto/comm. momentum |
【行业研究】中国传媒与文娱行业 – 视频行业暑期分析: 文娱韧性复苏,长尾效应凸显 |
【Company Research】JNBY Design (3306 HK) – An all-rounded beat and an optimistic outlook |
【Company Research】EVA Holdings (838 HK) – Better 2H23 and FY24 as Mexico to turn profitable |
【Company Research】Tongda (698 HK) – Positive on Android recovery, Apple share gain and non-smartphone biz order wins |
【Sector Research】Semi – China CIS sector – Solid auto CIS growth offset by weak mobile CIS demand |