【Company Research】BYDE (285 HK) – Clear path to margin recovery; Upgrade to BUY |
【Company Research】iQIYI (IQ US) – Moving into 3Q23E strong pipeline |
【Company Research】JD.com (JD US) – Driving for quality growth remains key theme |
【Company Research】Zhejiang Dingli (603338 CH) – Record high quarterly profit in 2Q23E |
【Company Research】Joinn Laboratories (6127 HK) – Core business maintains a healthy growth momentum |
【Company Research】Baidu (BIDU US) – Recovery of advertising business on track |
【Company Research】Yancoal Australia (3668 HK) – 1H23E preview: Expect profit decline on weak coal price |
【Company Research】PA Good Doctor (1833 HK) – 1H23E preview: Expecting Strategy 2.0 to gain momentum in post-pandemic periods |
【Company Research】Sunny Optical (2382 HK) – 1H23 preview: Better ASP to offset shipment weakness; Focus on demand recovery in 2H23E |
【Company Research】Intron Technology (1760 HK) – NDR takeaways: Strong order backlog in 2H23E; Solid pipeline to drive growth into FY24/25E |