【Company Research】Willsemi (603501 CH) - Expect sequential improvement ahead |
【Company Research】New Oriental (EDU US) - Macro uncertainty to impact revenue growth and margin outlook |
【Company Research】Tencent (700 HK) - Solid core businesses; upbeat on long-term development of e-commerce and AI |
【Sector Research】China Insurance - 11/12M Monthly: Life sales diverged during the jumpstart; P&C softened by non-auto slowdown |
【Company Research】Yancoal Australia (3668 HK) - Potential dividend resumption a catalyst |
【Company Research】Wingtech (600745 CH) - Entering 2025 with a clean slate, with the worst left behind |
【行业研究】中国医药 - 丙类医保目录年内落地,创新药打开国内支付空间 |
【Sector Research】Auto - 4Q24 earnings preview: Growing divergence |
【Company Research】JD.com (JD US) - Expecting solid 4Q24 results driven by home appliance trade-in program |
【行业研究】半导体 - 台积电:AI需求激增推动强劲的业绩和指引 |