【行业研究】中国互联网行业 – 视频行业1Q23回顾及展望: 内容为王,变现提速 |
【Company Research】Yum China (9987 HK) – Confidence increases after upbeat 1Q23 result |
【Sector Research】China Internet – Release of pent-up demand aids robust travel and consumption recovery |
【Company Research】BYDE (285 HK) – 1Q23 beat on better GPM; Maintain HOLD on fair valuation |
【Company Research】Luxshare (002475 CH) – Resilient FY22/1H23 despite industry headwinds |
【Company Research】Weichai Power-A (000338 CH) – Impressive 1Q23 earnings; U/G to BUY; More catalysts ahead |
【Company Research】Weichai Power (2338 HK) – Impressive 1Q23 earnings; Higher earnings forecast & TP; More catalysts ahead |
【Company Research】GAC Group (2238 HK) – 1Q23 earnings miss on gross margin |
【Company Research】Joinn Laboratories (6127 HK) – Maintaining strong growth momentum |
【Company Research】RemeGen (9995 HK) – Expect sales recovery from 2Q |