| 【Company Research】Alphabet (GOOG US) - 4Q25 results: AI continues to drive strong search and cloud business performance |
| 【行业研究】中国医药 - 高端化和AI技术驱动中国体检行业长期增长 |
| 【Company Research】Innolight (300308 CH) - Pluggables first, new architecture later |
| 【Company Research】Pfizer Inc. (PFE US) - Obesity pipeline de-risking drives re-rating potential |
| 【Sector Research】Materials – Aluminium price to be fuelled by tight supply throughout 2026 |
| 【Company Research】Chuangxin Industries (2788 HK) - Capacity growth in Saudi Arabia + superb cost advantage on low green energy cost in China |
| 【Company Research】China Hongqiao (1378 HK) - Raising earnings and TP on higher aluminium price |
| 【Sector Research】China Insurance - Dec Life and P&C premiums marginally improved |
| 【Sector Research】Capital Goods - HDT sales +39% YoY in Jan on low base |
| 【Company Research】Minth Group (425 HK) - Solid growth outlook from battery housing, robotics and AIDC |
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