【Company Research】Ke Holdings (BEKE US) – New policy? What’s good for BEKE? |
【Sector Research】China Construction Sector – Multiple drivers to achieve Valuation with China characteristics |
【Company Research】EVA Holdings (838 HK) – Recovering gradually |
【Sector Research】China Technology – Apple MR: Long-awaited next “iPhone moment” |
【Company Research】Bilibili (BILI US) – Prioritizing profitability and quality user growth |
【Sector Research】China Auto Sector – May NEV likely to hit second highest in history |
【Company Research】JOYY Inc. (YY US) – 2H23E recovery in sight |
【Company Research】Recbio (2179 HK) – Clinical development of core pipeline products continues |
【公司研究】迈瑞医疗 (300760 CH) – 打造智能生态,剑指世界一流 |
【Company Research】Weibo (WB US) – Solid margin and attractive valuation; wait for top-line recovery |