【Company Research】Intron Tech (1760 HK) - FY23E Preview: industry headwinds mostly priced in; Awaiting recovery in FY24E |
【Fixed Income Research】European AT1 Top Picks: BACR 6 ⅛ PERP, BACR 4 ⅜ PERP and INTNED 3 ⅞ PERP |
【公司研究】巨子生物 (2367 HK) - 线上销售数据跟踪:春节基数影响2月线上销售增速,3.8大促表现亮眼 |
【行业研究】半导体 - 博通预计24年AI收入占半导体业务35%,或超百亿美元 |
【Company Research】ZTE (763 HK) - Improved margins in 2023; expect steady growth in 2024 |
【Company Research】ZTE (000063 CH) - Improved margins in 2023 |
【Company Research】Walt Disney Co (DIS US) - Streaming and ESPN+ on the rise |
【Sector Research】Semi - Broadcom: AI revenue to achieve 35% of semi revenue or US$10bn+ run rate in FY24 |
【Company Research】Bilibili (BILI US) - Steady progress towards a sustainable business model |
【Company Research】Prada SpA (1913 HK) - 4Q23 cFX revenue +18%; Miu Miu overshot |