【Company Research】Baidu (BIDU US) - Awaiting recovery of ads revenue growth |
【Company Research】ZTE (763 HK) - Stable GPM despite domestic telecom headwinds |
【公司研究】药明康德 (603259 CH) - 地缘政治扰动有限,业绩企稳复苏 |
【Company Research】BaTeLab (2149 HK) - NDR takeaways |
【Sector Research】China Insurance - 9M24 Monthly: Life growth normalized with highlights; P&C expected to see better UW profit |
【行业研究】中国医药 - 关注创新品种的医保机遇 |
【Sector Research】Capital Goods - Who are trading the sector? Implications from CCASS data (30 Sep – 18 Oct) |
【Sector Research】Technology - Implications of Largan 3Q24 results |
【Company Research】Yancoal Australia (3668 HK) - 3Q24 sales volume accelerated to +21% YoY; on track to achieve target |
【Company Research】DPC Dash (1405 HK) - Our view on placement by Domino’s Pizza |