【Sector Research】Auto - Feb NEV sales fell; more new models from Mar |
【Company Research】Cloud Music (9899 HK) - Solid core music business and margin expansion outlook |
【Company Research】Hutchmed (13 HK) – A fruitful 2024 on the way |
【Company Research】Salesforce (CRM US) - 4Q results in-line; eye on AI development |
【Company Research】Budweiser APAC (1876 HK) - 4Q23 a slight miss; S. Korea undershoot |
【Company Research】Netease (NTES US) - Solid pipeline to fuel FY24 revenue growth |
【Company Research】iQIYI (IQ US) - Improving profitability with solid guidance |
【Company Research】JNBY Design (3306 HK) – An impressive beat but a conservative outlook |
【Company Research】Baidu (BIDU US) - Eyeing on the pace of gen-AI rev generation |
【Sector Research】Capital Goods - Strong sales of AWPs & forklifts in Jan; Tower cranes the worst |