【Company Research】CR Power (836 HK) – August operating data recap |
【Sector Research】China Internet – Trends observed from National Day Holiday |
【Company Research】BYDE (285 HK) – Scenario analysis of Jabil biz suggested 5-10% earnings upside in FY24/25E; Reiterate BUY |
【Company Research】Samsonite (1910 HK) – 3Q Preview: rev/adj EBITDA +20%/36% |
【Sector Research】China Auto Sector – Most NEV brands’ Sep sales volume on track |
【Company Research】Prada SpA (1913 HK) – 3Q preview: Embracing a normalised quarter |
【Sector Research】China Technology – Takeaways of Meta Connect 2023: Quest 3, Ray-Ban smart glasses and Meta AI Chatbot |
【Company Research】Ke Holdings (BEKE US) – Limited long-term impact on commission rate cut for home transactions in Beijing |
【Company Research】JS Global Lifestyle (1691 HK) – Distressed valuation and potential turnaround |
【Sector Research】China Auto Sector – More NEV model rollouts as a positive catalyst |