| 【Company Research】Goertek (002241 CH) - 3Q24 recovery on track; Poised to benefit from XR/TWS/gaming product launches in 2H24/FY25E |
| 【Company Research】ServiceNow (NOW US) - Solid 3Q24 results; riding on GenAI tailwind |
| 【Company Research】EDA Group Holdings (2505 HK) - Riding on tide of B2C export e-commerce industry development |
| 【Company Research】Innolight (300308 CH) - Solid 3Q with intact near-term prospects; Maintain BUY |
| 【Sector Research】Property - Policy speculation + favourable data release = stock uptrend with volatility; Suggest buying the dip |
| 【Company Research】New Oriental (EDU US) - Soft consumption weighs on demand for high-ASP businesses; intact long-term outlook |
| 【Company Research】Ping An (2318 HK) - Robust 3Q doubled in NBV and earnings growth |
| 【Company Research】FIT Hon Teng (6088 HK) - Beneficiary of GB200 server ramp in 4Q24E; Assessing the AI server opportunity |
| 【Sector Research】Technology - Global server supply chain: ODM/brands driven by H200/GB200 AI server ramp and general sever recovery |
| 【Company Research】iQIYI (IQ US) - Recovery still takes time |
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