【Company Research】China Gas Holdings (384 HK) – Long term courses to remain despite short term incident shocks |
【公司研究】李宁 (2331 HK) – 乘国潮之风继续破浪 |
【Company Research】Shennan Circuits (002916 CH) – Positive on capacity expansion plan; Maintain HOLD on fair valuation |
【Sector Research】China software & IT services – What are tech investors thinking? |
【Company Research】TME (TME US) – Online music leader with LF audio initiatives |
【Company Research】Kingsoft Cloud (KC US) – Reset expectation on Bytedance |
【公司研究】波司登 (3998 HK) – 敏捷性和品牌升级是关键策略 |
【公司研究】特步国际 (1368 HK) – 国潮的热潮可望持续 |
【Company Research】Want Want (151 HK) – Downgrade to Hold as cost pressure not priced in |
【公司研究】大家乐 (341 HK) – 中国业务快速增长,香港业务增长转正 |