| 【Sector Research】Auto - OEMs’ different strategies amid higher discount |
| 【Sector Research】Auto - Leading indicators, policy imply a strong May |
| 【Company Research】PICC P&C (2328 HK) - 1Q24 catastrophe-induced claims fully released; FY24 CoR guidance sustained; exp. >40% payout |
| 【Company Research】EVA Holdings (838 HK) - In a transition from tier-2 to tier-1 supplier |
| 【Company Research】CPIC (2601 HK) - VNB growth accelerated; NP turned positive YoY |
| 【Company Research】United Energy (467 HK) - Expect volume growth to accelerate in 2024E |
| 【Sector Research】Technology - Apple FY2Q24 better-than-feared on China and iPhone; Expect return to growth in next quarter |
| 【Company Research】Yum China (9987 HK) - 2Q24E is tough but turnaround is still possible |
| 【Company Research】Henlius Biotech (2696 HK) - Strong product sales in 1Q |
| 【Company Research】Joinn Laboratories (6127 HK) - Waiting longer for recovery to materialize |
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