【Sector Research】China Sportswear Sector – 5-1 sales beat but competition intensified |
【Company Research】EC Healthcare (2138 HK) – Rebound of cross-border consumption to fuel growth in FY24 |
【Company Research】Yum China (YUMC US) – Confidence increases after upbeat 1Q23 result |
【行业研究】中国互联网行业 – 视频行业1Q23回顾及展望: 内容为王,变现提速 |
【Company Research】Yum China (9987 HK) – Confidence increases after upbeat 1Q23 result |
【Sector Research】China Internet – Release of pent-up demand aids robust travel and consumption recovery |
【Company Research】BYDE (285 HK) – 1Q23 beat on better GPM; Maintain HOLD on fair valuation |
【Company Research】Luxshare (002475 CH) – Resilient FY22/1H23 despite industry headwinds |
【Company Research】Weichai Power-A (000338 CH) – Impressive 1Q23 earnings; U/G to BUY; More catalysts ahead |
【Company Research】Weichai Power (2338 HK) – Impressive 1Q23 earnings; Higher earnings forecast & TP; More catalysts ahead |