【Company Research】Alibaba (BABA US) – Operating efficiency improvement on track |
【Company Research】Netease (NTES US) – Aiming for long-term growth |
【Company Research】Yidu Tech (2158 HK) – Eyes on post-COVID business recovery |
【Company Research】Dingdang Health (9886 HK) – 2022 preview: Continuing to enhance long-term growth logic |
【Company Research】Baidu (BIDU US) – Strong AI capability to empower business growth |
【Company Research】Mobvista Inc. (1860 HK) – Recovery in sight with clear margin expansion |
【Sector Research】China Consumer Sector – Shenzhen Trip: sustained growth in Feb 2023 |
【Company Research】PA Good Doctor (1833 HK) – 2022 preview: Solid business development through the bumpy 2022 |
【Company Research】Ke Holdings (BEKE US) – Existing home sales recovery to be better than anticipated |
【Company Research】Glodon (002410 CH) – Clear operating leverage from SaaS |