【Company Research】SANY Heavy (600031 CH) - 2Q25 profit +38% YoY with interim div; Solid upcycle |
【Company Research】AAC Tech (2018 HK) - 1H25 in-line despite GPM dip; Solid outlook intact on AI-driven upgrade cycle in 2H25E |
【Company Research】Xunfei Healthcare (2506 HK) - Government remains the primary driving force of medical AI applications |
【Company Research】Tuhu Car (9690 HK) - Market share gain on superb management |
【Company Research】Kuaishou (1024 HK) - 2Q25 results beat; solid AI and core businesses momentum |
【Company Research】iQIYI (IQ US) - 2Q25 review: core membership and advertising businesses to recover in 3Q25 |
【Company Research】Guoquan Food (2517 HK) - A national at-home food expert to innovate at all fronts |
【Company Research】Kelun-Biotech (6990 HK) - Expect more important data release at ESMO 2025 |
【Company Research】Ke Holdings (BEKE US) - 2Q25 preview: expecting upbeat results |
【Company Research】WuXi Biologics (2269 HK) - Pre-IND and late-stage demand rebounded |