| 【Sector Research】Technology – CES 2024 Preview: AI PC, AR/VR, display/TV and auto tech to be the highlights |
| 【公司研究】中国中免 (601888 CH) – 全年业绩略逊预期; 下调24年收入/净利9%/16% |
| 【Company Research】Kingdee (268 HK) – Resilient performance amid macro headwinds |
| 【Company Research】Anta Sports (2020 HK) – An inline but resilient 4Q23; Amer filed for IPO |
| 【Sector Research】China Auto Sector: 2023 ended with rising NEV leading indicators |
| 【Sector Research】China Auto Sector: 2023 ended with more than half brands’ discounts reaching all-time highs |
| 【Fixed Income Research】Asia Credit outlook 2024 - Value hunting in a shrinking space |
| 【Company Research】Samsonite (1910 HK) – 4Q preview: sales/adj. EBITDA +18%/+36% |
| 【Company Research】Tongda (698 HK) – Positive on earnings recovery in FY24-25E after disposal of Apple business |
| 【Company Research】Luxshare (002475 CH) – Acquisition of Pegatron’s Kunshan plant to further boost iPhone assembly share gain |
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