【Company Research】Yili Industrial (600887 CH) – 3Q rev/np +3%/59%; cost cut was key to profit growth |
【Company Research】Maxscend (300782 CH) – Impressive 3Q results; Maintain BUY |
【Company Research】Budweiser APAC (1876 HK) – 3Q rev/NP +2%/-1%; S.Korea disappointed |
【Company Research】BYDE (285 HK) – Strong 3Q23 in-line; Android upside and auto accelerated growth |
【Company Research】BYD Company (002594 CH) – Profit may continue to beat in next few quarters |
【Company Research】Tuhu Car (9690 HK)– A one-stop auto service ecosystem |
【Company Research】China Life (2628 HK) – 3Q NP dragged by investment setbacks; first-in -sector steady agent scale props up 2024 NBV |
【Company Research】Innovent Biologics (1801 HK) – Mazdutide (9mg) continues to show its BIC potential with 48-week results |
【Company Research】BYD Company (1211 HK) – Profit may continue to beat in next few quarters |
【Sector Research】China Insurance – 9M23 Monthly: Life reversed negative monthly Y/Y, PC uptrend continued; assets to benefit from LT yields up |