| 【Company Research】Luckin Coffee (LKNCY US) - Turning around in styles after the strong beat |
| 【Company Research】Willsemi (603501 CH) - True beneficiary of accelerating domestic AI innovation & autonomous driving penetration |
| 【Company Research】Alibaba (BABA US) - Solid cloud rev growth with improved earnings growth outlook for e-commerce business |
| 【Company Research】Bilibili (BILI US) - 4Q24 earnings beat on strong mobile games and ad businesses |
| 【Company Research】Yancoal Australia (3668 HK) - Dividend resumed with 56% pay-out ratio |
| 【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 |