【Company Research】Xtep (1368 HK) – Excellent YTD performance among all brands |
【Company Research】Huya Inc. (HUYA US) – Moving into mild recovery in 2H23E |
【Company Research】Hongjiu Fruits (6689 HK) – A solid and robust 2022; all eyes on the upcoming OCF turnaround |
【Company Research】WuXi AppTec (603259 CH) – Non-COVID business to maintain solid growth |
【Company Research】Kindly Medical (1501 HK) – Rich portfolios guarantee recovery in 2023E |
【Company Research】TME (TME US) – Expect a year of mild recovery in FY23 |
【Company Research】ZhongAn (6060 HK) – Better profits achieved across 3 business lines |
【Company Research】Anta Sports (2020 HK) – Fair guidance but decent inventory and margin |
【Company Research】Tongcheng Travel (780 HK) – Riding on faster recovery pace |
【Company Research】Sunny Optical (2382 HK) – Strong auto/XR pipeline to weather smartphone headwinds |