| 【Company Research】TK Group (2283 HK) - Solid FY24 with special dividend; Positive outlook on wearables/AI glasses and overseas expansion |
| 【Company Research】XtalPi (2228 HK) - Empowered by AI, unlocking broad commercial prospects |
| 【公司研究】中国铁塔 (788 HK) - 24财年业绩符合预期，维持“持有”评级 |
| 【公司研究】友邦保险 (1299 HK) - 新业务价值增长具备韧性，新一轮回购计划提升股东回报至6% |
| 【Company Research】AIA Group Ltd. (1299 HK) - Robust VONB growth in-line; new buyback of US$1.6bn implying 6% total S/H returns |
| 【Company Research】China Tower (788 HK) - 2024 results in-line with expectations; Maintain HOLD |
| 【Sector Research】Capital Goods - Who are the potential beneficiaries of Germany’s mega infrastructure investment plan? |
| 【Sector Research】Internet - 2M25 NBS data shy of consensus, but expectation for stimulus policy on the rise |
| 【Company Research】Q-Tech (1478 HK) - Upbeat FY25E guidance on OIS/periscope upgrade and auto/IoT demand; Lift TP to HK$9.25 |
| 【公司研究】深南电路 (002916 CH) - 24财年业绩稳健，受益于产业链自主可控趋势，上调至“买入”评级 |
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