| 【Company Research】NetEase (NTES US) - Steady 4Q24 performance; new game titles to support FY25 revenue growth |
| 【Company Research】Xiaomi (1810 HK) - 4Q24 Preview: Expect another strong beat; Raise TP to HK$54.53 |
| 【Company Research】iQIYI (IQ US) - Inline 4Q24 results; increase quality content supply to revitalize business growth |
| 【Company Research】Baidu (BIDU US) - Solid cloud revenue growth a bright spot |
| 【Company Research】Meidong Auto (1268 HK) - 2H24 earnings preview: Stable operating profit with rising impairment risk |
| 【Company Research】Palo Alto Networks (PANW US) - Solid results with enhanced outlook |
| 【Company Research】Coinbase (COIN US) - Strong 4Q24 results; favourable regulatory environment paves way for long-term growth |
| 【Company Research】AAC Tech (2018 HK) - Multiple growth drivers and improving margin to continue into 2025; Raise TP to HK$53.48 |
| 【Company Research】Datadog (DDOG US) - Entering an investment phase to drive growth in next stage |
| 【Company Research】Sunny Optical (2382 HK) - Earnings upgrade cycle has just begun; Raise TP to HK$102.89 |