【Company Research】Weichai Power (000338 CH) - Still positive, but wait for a better entry point after 3Q24E results |
【Company Research】Weichai Power (2338 HK) - Still positive, but wait for a better entry point after 3Q24E results |
【Company Research】Sinotruk (Hong Kong) (3808 HK) - Earnings risk not yet priced in |
【Company Research】Alibaba (BABA US) - Increasing monetization; remains committed to investment to maintain market share |
【Company Research】Tencent (700 HK) - Upbeat on games business and earnings growth outlook |
【Sector Research】Auto - Stable discounts imply resilient 3Q earnings |
【Sector Research】Auto - Sep NEV leading indicators set the tone for 4Q |
【Sector Research】Consumer Discretionary - Sequential improvement may support re-rating |
【Sector Research】Capital Goods - Who are buying/selling the sector? |
【行业研究】中国医药 - 预期基本面改善,看好高弹性板块 |