| 【Company Research】Coinbase (COIN US) - 3Q26 review: Recovering business growth and market environment |
| 【Company Research】BYD (1211 HK/002594 CH) - 4Q26 could be key for assessing FY27E earnings |
| 【Company Research】Geely Automobile (175 HK) - Still better positioned than peers despite 3Q miss |
| 【Company Research】Joinn Laboratories (6127 HK) - 9M26 orders double as the upcycle builds |
| 【Company Research】Proya Cosmetics (603605 CH) - 3Q26 revenue beat; share-gain spend crimps earnings beyond expectations |
| 【Company Research】Microsoft (MSFT US) - Stronger cloud monetization supports capex returns |
| 【Company Research】SANY Heavy (6031 HK/600031 CH) - Highest 3Q26 earnings growth among major players |
| 【Company Research】Zoomlion (1157 HK/000157 CH) - Sluggish overseas revenue growth in 3Q26 due to wars |
| 【Company Research】ServiceNow (NOW US) - Solid AI demand; decelerating 4Q26E cRPO growth adds uncertainty |
| 【Company Research】Alphabet (GOOG US) - 3Q26 results: core search revenue growth decelerates; cloud business remains strong |