【公司研究】拼多多(PDD US) – 强大的消费者心智助推变现进程及成本优化 |
【公司研究】百度 (BIDU US) – 关注新业务发展进程 |
【Sector Research】China Internet Sector – 3Q22 industry data trend recap |
【Company Research】WuXi AppTec (603259 CH) – Strong recovery post COVID-19 disruption |
【Company Research】Yonyou (600588 CH) – Software localization adds uncertainty to cloud strategy |
【Company Research】Glodon (002410 CH) – Solid 3Q22 despite short-term GPM decline |
【Company Research】Far East Horizon (3360 HK) – NIM expansion continued in 3Q |
【公司研究】云音乐 (9899 HK) – 商业化及利润率持续提升 |
【公司研究】腾讯音乐 (TME US) – 行业变化中维持韧性 |
【Company Research】Budweiser APAC (1876 HK) – A relieving 3Q; China’s price hike and APAC East outperformance remain key growth drivers |