| 【Company Research】CPIC (2601 HK) – Expect sustainable DPS growth onwards |
| 【Company Research】ENN Energy (2688 HK) – Emerging from the downturn |
| 【Company Research】ClouDr (9955 HK) – Margin improvement driven by economies of scale |
| 【Company Research】PICC P&C (2328 HK) – Remained UW profitable in 2H22 |
| 【Company Research】Yonyou (600588 CH) – Concern on the higher R&D capitalization |
| 【Company Research】New Hope Service (3658 HK) – High dividend growth story to continue |
| 【Company Research】Glodon (002410 CH) – Clear roadmap to digitalize the construction value chain |
| 【Sector Research】China Property Sector – C-REITs’ scope extension to unlock mall operators’ IP value |
| 【Company Research】Xiaomi (1810 HK) – 4Q22 better than feared; All eyes on profitability recovery in 2023 |
| 【Company Research】Yongda Automobiles (3669 HK) – FY23E NP to improve sequentially each quarter |
Address: 45th & 46th Floor, Champion Tower, 3 Garden Road, Central, Hong Kong
Telephone: （852）3900 0888 Fax:（852）3761 8788
Copyright © 2019-2025 CMB International Capital Corporation Limited. All rights reserved.
