| 【Company Research】Bosideng (3998 HK) - From winter clothing to all seasons clothing |
| 【Company Research】Netflix (NFLX US) - Guiding higher OPM despite disclosure change |
| 【Sector Research】Technology - Huawei Pura 70 series set to boost share gain; Prefer BYDE, Q-tech and Tongda |
| 【Sector Research】Technology - Lenovo Tech World 2024: AI PC product launches set to accelerate |
| 【Sector Research】Semi - 2024 is a transition year for ASML |
| 【Company Research】Xtep (1368 HK) - Steady recovery shall continue with high yield |
| 【Company Research】Anta Sports (2020 HK) - An inline 1Q24 plus an improving outlook |
| 【Sector Research】China Construction Machinery - More policies to support domestic machinery demand; expect sector rally to continue |
| 【Sector Research】Property - NBS 1Q24: weakness was well expected, expecting more financing-side policies |
| 【Sector Research】China heavy duty truck - Expanding gas/diesel price spread to further boost sales of gas HDTs |
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