【Company Research】Haidilao (6862 HK) - Looking for expansion opportunities with downside protection |
【Company Research】China Life (2628 HK) - 4Q net loss markedly narrowed; VNB grew in low-teens despite revised EV assumptions |
【Company Research】Haier Smart Home (6690 HK) - Resilient FY24E guidance and decent dividend |
【Sector Research】Auto - Leading indicators diverge; Tesla still resilient |
【Company Research】Nayuki (2150 HK) - Franchising and costs cutting are the keys |
【Company Research】Atour Lifestyle (ATAT US) - Prudent guidance but QoQ recovery is likely |
【Company Research】GAC Group (2238 HK) - PHEV could be a new catalyst |
【Sector Research】Property - Weekly highlight: Strong WoW recovery at Mar end, policy relaxation continued |
【Company Research】Great Wall Motor (2333 HK) - PHEVs key to FY24; Earnings likely still resilient |
【Company Research】Xiaomi (1810 HK) - Xiaomi EV SU7’s pricing and pre-order above expectations; Raise TP to HK$22.19 |