【Company Research】Greentown Management (9979 HK) – Earnings beat with double surprises on dividend payout; Maintain Buy |
【Sector Research】China Software & IT Services – Implications of Huawei MetaERP |
【Company Research】China Lilang (1234 HK) – Turning around with attractive yield |
【Company Research】Li Ning (2331 HK) – A conservative guidance but is priced in |
【Company Research】Xpeng Inc. (XPEV US) – 4Q22 earnings miss; sales may rise QoQ in FY23E |
【Sector Research】China Property Sector – Property+ Weekly: Sales continued to cheer up the market |
【Company Research】Longfor (960 HK) – Transition leaving growth muted |
【公司研究】迈瑞医疗 (300760 CH) – 持续突破高端产线,加速发力新兴业务 |
【Company Research】Ke Holdings (BEKE US) – 2Q23E will be another market surprise |
【Company Research】Ping An (2318 HK) – Expect VNB turnaround in 1Q23 and FY23 |