| 【Company Research】BOE Varitronix (710 HK) - Focus on high-end demand and overseas demand to drive recovery |
| 【Company Research】Glodon (002410 CH) - Focus on quality growth in FY24E |
| 【Company Research】Jiumaojiu (9922 HK) - Resilient margin in 2H23 with positive outlook |
| 【Company Research】FIT Hon Teng (6088 HK) - NDR takeaways: Opportunities in US$1.7bn server connector/cable market; Lift TP to HK$2.42 |
| 【Sector Research】Property - Weekly highlight: Tier-1 cities showed WoW recovery, YoY decline remains deep |
| 【Company Research】Weichai Power (000338 CH) - 4Q23 net profit +58% YoY; Payout increased to 50%; Higher earnings forecast on margin |
| 【Company Research】Weichai Power (2338 HK) - 4Q23 net profit +58% YoY; Payout increased to 50%; Higher earnings forecast on margin |
| 【Company Research】Henlius Biotech (2696 HK) - Anticipating sustained profitability |
| 【Company Research】AAC Tech (2018 HK) - Solid outlook for PSS merger & optics margin recovery; Maintain HOLD on fair valuation |
| 【Company Research】Baozun (BZUN US) - GAP revitalization making good progress |
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