【Company Research】Xiaomi (1810 HK) - 3Q24E preview: Continued strength in core business and EV upside; Raise TP to HK$32.29 |
【Company Research】China Life (2628 HK) - 3Q NPAT boosted by net fair value gains; expect resilient full-year NBV upswing |
CMBI Fixed Income - CHIYBKs: Yield pick-up plays in a lower conviction environment |
【Company Research】Yum China (9987 HK) - A strong beat once again and we are optimistic |
【Company Research】Innovent Biologics (1801 HK) - Strong fundamentals enriched by a wealth of R&D catalysts |
【Company Research】Coinbase (COIN US) - Leading financial infrastructure for the crypto economy; initiate at BUY |
【行业研究】中国医药 - 医保谈判继续支持创新,海外研发需求复苏 |
【公司研究】固生堂 (2273 HK) - 民营中医龙头逆势起航 |
【Company Research】Maxscend (300782 CH) - LT growth intact; D/G to HOLD as the company goes through business model transformation |
【Company Research】Amazon (AMZN US) - Structural margin improvement trend intact |