| 【Company Research】FIT Hon Teng (6088 HK) - 1Q25 results below; Guidance lowered on smartphone /system products due to macro uncertainties |
| 【Company Research】Coinbase (COIN US) - Inline 1Q25 results; acquisition of Deribit to advance crypto derivatives business |
| 【Sector Research】Consumer Discretionary - Constructive trend in S-R but cautious in L-R |
| 【行业研究】资本品 - 全球机械制造商对关税影响的评估 |
| 【Company Research】BeiGene (ONC US) - First-ever quarterly GAAP profit marks major milestone |
| 【行业研究】中国保险 - 股票投资风险因子拟再优化，险资长钱加速入市可期 |
| 【Sector Research】Capital Goods - Major global players’ forecast about tariff impact |
| 【Company Research】Datadog (DDOG US) - 1Q results beat; sustained investment to drive business growth |
| 【Company Research】Ke Holdings (BEKE US) - Holiday sales suggest stable home-buying sentiment; 2Q to face high-base pressure |
| 【Company Research】Haier Smart Home (6690 HK) - Robust growth momentum but we are prudent |
Address: 45th & 46th Floor, Champion Tower, 3 Garden Road, Central, Hong Kong
Telephone: （852）3900 0888 Fax:（852）3761 8788
Copyright © 2019-2025 CMB International Capital Corporation Limited. All rights reserved.
