【Company Research】Xtep (1368 HK) - Huge boost in short-run growth with high yield |
【Company Research】GigaCloud (GCT US) - Embracing continued outperformance |
【Company Research】FIT Hon Teng (6088 HK) - 1Q24 in line; Positive on AI server/networking and AirPods ramp-up in 2H24E |
【行业研究】中国医药 - 行业支持政策有望落地,业绩复苏可期 |
【Sector Research】Capital Goods - Domestic sales of excavators +13% in Apr encouraging; Decline in export expected |
【Company Research】BeiGene (BGNE US) - Consistently exceeding expectations |
【Company Research】Xiaomi (1810 HK) - 1Q24E preview: Expect strong earnings ahead; Raise TP to HK$23.77 |
【Sector Research】Consumer Discretionary - Cautiously optimistic after a mixed golden week |
【Company Research】Walt Disney Co (DIS US) - Looking beyond 3Q OI volatility |
【Sector Research】Property - Weekly highlight: Holiday sales update and takeaway from channel check in Beijing |