【Company Research】SenseTime (20 HK) - Accelerating Generative AI monetization |
【Company Research】Yongda Automobiles (3669 HK) - 2H23 miss on GPM; cost control key to FY24E |
【Company Research】BOE Varitronix (710 HK) - Focus on high-end demand and overseas demand to drive recovery |
【Company Research】Glodon (002410 CH) - Focus on quality growth in FY24E |
【Company Research】Jiumaojiu (9922 HK) - Resilient margin in 2H23 with positive outlook |
【Company Research】FIT Hon Teng (6088 HK) - NDR takeaways: Opportunities in US$1.7bn server connector/cable market; Lift TP to HK$2.42 |
【Sector Research】Property - Weekly highlight: Tier-1 cities showed WoW recovery, YoY decline remains deep |
【Company Research】Weichai Power (000338 CH) - 4Q23 net profit +58% YoY; Payout increased to 50%; Higher earnings forecast on margin |
【Company Research】Weichai Power (2338 HK) - 4Q23 net profit +58% YoY; Payout increased to 50%; Higher earnings forecast on margin |
【Company Research】Henlius Biotech (2696 HK) - Anticipating sustained profitability |