【Sector Research】China Auto Sector – All-time high sales for Li Auto, BYD, Aion, Leap |
【Company Research】Bosideng (3998 HK) – FY23 results missed and a moderate outlook |
【Company Research】Topsports (6110 HK) – Localization and efficiency-led turnaround |
【Company Research】FIT Hon Teng (6088 HK) – NDR takeaways: Multiple growth drivers and margin recovery in FY24/25E; Maintain BUY |
【Company Research】Q-Tech (1478 HK) – NDR takeaways: demand recovery and spec upgrade to drive ASP/margin in 2H23E |
【Sector Research】China Consumer Staples – Divergence continues |
【公司研究】汇通达网络 (9878 HK) – 路演交流:深耕上下游+品类拓展,韧性复苏可期 |
【Company Research】Intron Technology (1760 HK) – Beneficiary of automotive megatrends in electrification and intelligence |
CMBI Fixed Income: NWD - "Privatization" helps mobilizing liquidity within the group |
【Company Research】China Gas Holdings (384 HK) – Expecting bottoming out |