| 【Company Research】SANY International (631 HK) – Key takeaways from post-results call and NDR |
| 【Company Research】Haier Smart Home (6690 HK) – Resilient growth and margins amid headwinds |
| 【Company Research】BYDE (285 HK) – 3Q margin recovery a positive sign; Maintain HOLD on fair valuation |
| 【Company Research】Willsemi (603501 CH) – Sluggish 3Q22 performance; Downgrade to HOLD as near-term pressures may last longer |
| 【Company Research】JS Global Lifestyle (1691 HK) – A robust sales growth but also a higher opex |
| 【Company Research】Longfor (960 HK) – Wu’s retirement: short-term pain for long-term gain |
| 【Company Research】PICC P&C (2328 HK) – Continual UW margin improvement |
| 【Company Research】CPIC (2601 HK) – VNB growth turned positive in 3Q22 |
| 【Company Research】Zhejiang Dingli - A (603338 CH) – 3Q22 earnings +36% YoY better than expectation; Raise earnings and TP on margin recovery |
| 【Company Research】SANY Heavy Industry – A (600031 CH) – Another weak quarter; Still challenging |
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