【Company Research】AAC Tech (2018 HK) - Solid outlook for PSS merger & optics margin recovery; Maintain HOLD on fair valuation |
【Company Research】Baozun (BZUN US) - GAP revitalization making good progress |
【Company Research】Greentown Management (9979 HK) - FY23 results in-line: >30% NP and 100% pay-out |
【Company Research】Zhejiang Dingli (603338 CH) - New AWP capacity expansion plan to further enhance global competitiveness |
【Company Research】J&T Express (1519 HK) - Adjusted net loss in 2023 less than expected; ASP beat in China market but miss in SEA |
【Company Research】Meituan (3690 HK) - Expect significant loss reduction for new businesses |
【Company Research】Prudential Plc. (2378 HK) - NBP beat driven by better 2H margin; expect FY24 DPS to continue growing by 7%-9% |
【Company Research】Innovent Biologics (1801 HK) - More than obesity |
【Company Research】Intron Tech (1760 HK) - FY23 mostly in-line; Expect easing headwinds in FY24E |
【Company Research】FriendTimes (6820 HK) - Eyes on mini-game potential and cost control |