【Sector Research】Auto - Competition is stiffer than what discounts show |
【Sector Research】Capital Goods - Expansion of gas/diesel price spread likely to boost natural gas HDT sales in the near term |
【Sector Research】Technology - AI Server and AI PC/smartphone supply chain set to continue strong momentum into 1H24E |
【Sector Research】Auto - Post CNY sales recovery could be mild |
【行业研究】中国医药 - 行业估值吸引,看好创新龙头 |
【Sector Research】Auto - Feb NEV sales fell; more new models from Mar |
【Company Research】Cloud Music (9899 HK) - Solid core music business and margin expansion outlook |
【Company Research】Hutchmed (13 HK) – A fruitful 2024 on the way |
【Company Research】Salesforce (CRM US) - 4Q results in-line; eye on AI development |
【Company Research】Budweiser APAC (1876 HK) - 4Q23 a slight miss; S. Korea undershoot |