【Company Research】Adobe (ADBE US) - Entering Generative AI Era |
【Company Research】Geely Automobile (175 HK) - Solid 1Q24 with better 2H24 earnings ahead |
【Sector Research】Auto - Six NEV brands hit a record-high in Jun |
【Company Research】BYDE (285 HK) - CMBI Corp Day takeaways: iPad/iPhone cycle, NEV, AI servers and robotics |
【Sector Research】Internet - 1Q24 recap & our three stock-picking ideas |
【行业研究】医药 - 我国辅助生殖行业迎来持续政策春风 |
【Company Research】United Energy (467 HK) - Overhang on share price due to uncertain financial condition of controlling shareholder |
【Company Research】Xiaomi (1810 HK) - CMBI Corp Day takeaways: Growth outlook intact; market concerns overdone |
【Company Research】Bosideng (3998 HK) - Beautifully executed the solid strategies |
【Sector Research】Semiconductors - Solid earnings; HBM to drive future growth |