| 【Company Research】Anta Sports (2020 HK) - Healthy FY24E outlook despite margin drags |
| 【Company Research】Yonyou (600588 CH) - Fundamentals improving but high R&D capitalization remains a concern |
| 【Company Research】SANY International (631 HK) - Solar power business remains major investor concern during site visit |
| 【Company Research】BYDE (285 HK) - Reiterate BUY on multiple growth drivers in 2024 |
| 【Company Research】ZhongAn (6060 HK) - Digital lifestyle leading growth; ZA Bank and technology export breakeven on track |
| 【公司研究】农夫山泉 (9633 HK) - 2H23营收/净利分别增长33%/62%,无糖茶业务占比显著提升 |
| 【Company Research】New Hope Services (3658 HK) - 12% dividend yield with cash balance > mkt cap; Maintain BUY |
| 【Company Research】DPC Dash (1405 HK) – Sales beats as new markets continue to succeed |
| 【Company Research】WuXi Biologics (2269 HK) - Expand overseas capacity to mitigate risks |
| 【公司研究】蒙牛乳业 (2319 HK) - 2H23不及预期,高品质发展目标延续 |