| 【Company Research】Glodon (002410 CH) – Sector headwinds continue to impact growth |
| 【Sector Research】China Auto Sector – Strong 4Q23 sales mixed with rising competition |
| 【Company Research】GAC Group (2238 HK) – Aion’s turning profitable as a positive catalyst |
| 【Company Research】Li Ning (2331 HK) – Value is distressed but end demand is key |
| 【Company Research】Wingtech (600745 CH) – 3Q results confirmed ODM back on track; poised for further growth |
| 【Sector Research】China Technology – Implications of UMC 3Q23: inventory correction, UTR/ margin under pressure, PC & smartphone rush order |
| 【Company Research】ZTE (000063 CH) – Mixed 3Q results |
| 【Company Research】ZTE (763 HK) – Mixed 3Q results |
| 【Company Research】Shanghai Jahwa (600315 CH) – 3Q rev/np -11%/40%; a significant miss |
| 【Sector Research】China Technology – Implications of Texas Instruments 3Q23: weaker industrial, destocking and slower China recovery |
Address: 45th & 46th Floor, Champion Tower, 3 Garden Road, Central, Hong Kong
Telephone: （852）3900 0888 Fax:（852）3761 8788
Copyright © 2019-2026 CMB International Capital Corporation Limited. All rights reserved.
