【Company Research】Meituan (3690 HK) – Staying vigilant in long-lasting competition |
【Company Research】ENN Energy (2688 HK) – 1H23 results miss amid weak economic recovery and gas cost fluctuation |
【Sector Research】China Auto Sector – 2H23 auto sales could beat amid resilient Jul, Aug |
【Company Research】WuXi Biologics (2269 HK) – Impressive post-pandemic performance |
【Company Research】NetEase (NTES US) – Upbeat on games revenue growth and margin expansion in 2H23E |
【Company Research】Zhihu (ZH US) – Strong vocational training with loss narrowing |
【Sector Research】China Technology – Implications of NVIDIA FY2Q24: AI demand strength poised to continue into 2024 |
【Company Research】BOE Varitronix (710 HK) – Positive on shipment recovery and capacity expansion in 2H23E |
【Company Research】CSPC Pharmaceutical (1093 HK) – Steady finished drug sales |
【Company Research】Xtep (1368 HK) – The growth story is intact despite volatility |