| 【Company Research】QuantumPharm (2228 HK) - Advanced quantum physics-based, AI-powered and robotics- driven company to accelerate drug and material discovery |
| 【Company Research】BOE Varitronix (710 HK) - 1H24 preview: margin weakness priced in; expect gradual ASP/margin recovery in 2H |
| 【Sector Research】China Insurance - 6M24 monthly: Life prints better-than-expected on high base; P&C dragged by auto sales |
| 【Company Research】Jiumaojiu (9922 HK) - We see risks in 2H24E after the miss in 2Q24 |
| 【行业研究】中国医药 - 政策利好持续兑现 |
| 【Company Research】Sunny Optical (2382 HK) - Positive profit alert alleviates GPM concerns; Upgrade to BUY |
| 【Company Research】Meidong Auto (1268 HK) - We expect 1H24 to be still profitable |
| 【Company Research】TK Group (2283 HK) - Positive profit alert in 1H24E; Strong order momentum to continue into 2H24/FY25E |
| 【Sector Research】Semiconductors - PCB sector: 1H24 earnings preview |
| 【Company Research】Yancoal Australia (3668 HK) - 2Q24 sales volume +1%; Full-year target still achievable |
公司地址：香港中环花园道三号冠君大厦45-46楼
电话：（852）3900-0888 传真：（852）3761-8788
招银国际版权所有 Copyright © 2019-2025 CMB International Capital Corporation Limited. All rights reserved.
