【Company Research】Xpeng Inc. (XPEV US) - Margin lift mixed with unexciting new models |
【Company Research】Tongcheng Travel (780 HK) - More synergies from consolidation of Tourism |
【Company Research】JOYY Inc (YY US) - Bigo recovery and efficiency enhancement to continue |
【Company Research】INT Medical (1501 HK) - Solid earnings amid challenging business environment |
【Company Research】Xtep (1368 HK) - Stay prudent as channel health is the priority |
【Sector Research】Property - 2M24 NBS data: Piling up inventory with poor sales, hope lies in Mar |
【Company Research】GigaCloud (GCT US) - Riding on stepping-up of expansion |
【公司研究】华润啤酒 (291 HK) – 全年派息比例59%,啤酒高端化趋势不变,白酒稳步发展 |
【Sector Research】Internet - 2M24 online retail sales recap |
【Company Research】Kelun-Biotech (6990 HK) - MSD has further expedited global clinical development of SKB264 |