【Company Research】Trip.com (TCOM US) - Resilient travel demand amid peak summer season to ease market concern |
【Company Research】TK Group (2283 HK) - 1H24 beat on strong margins; Positive outlook for wearables/AR&VR in 2H24/FY25E |
【Company Research】Ping An (2318 HK) - 2Q NBV stabilized against a high base; expect to see Group OPAT turnaround |
【公司研究】中国铁塔 (788 HK) - 1H24业绩稳健,维持“持有”评级 |
【Company Research】Jiumaojiu (9922 HK) - Transforming despite tough macro backdrop |
【Company Research】Greentown Service (2869 HK) - Solid 1H24 against industry headwinds |
【Company Research】PDD Holdings (PDD US) - 2Q earnings beat; investment opportunities arise with overreaction on softened outlook |
【Company Research】China Tower (788 HK) - Stable 1H24 results; Maintain HOLD |
【Company Research】AIA Group Ltd. (1299 HK) - 1H24 VNB beat with margin recovery; expect total >US$7bn cash returns to shareholders in FY24 |
【Company Research】Hansoh Pharma (3692 HK) - Leading innovative biopharma company |