【Company Research】GAC Group (2238 HK) - FY24E NP to rise YoY on JVs and Aion |
【Company Research】Yum China (YUMC US) - Impressive cash return but a prudent 1Q24E |
【Company Research】Yum China (9987 HK) – Impressive cash return but a prudent 1Q24E |
【Company Research】Alibaba (BABA US) - Enhancing shareholder return while remaining ambitious on investment to drive growth |
【Company Research】FIT Hon Teng (6088 HK) - FY23E preview: earnings recovery on track, multiple growth drivers in FY24/25E |
【Company Research】Q-Tech (1478 HK) - Jan shipment beat; Focus on high-end smartphone recovery in 1H24E |
【行业研究】装备制造 - 卡特彼勒24年经营指引以及对中国主机厂的意义 |
【Sector Research】Semi - Hyperscalers’ FY23 results review |
【Company Research】Jiumaojiu (9922 HK) – Introduced the franchise model for Tai Er |
【Sector Research】Auto - Chinese brands’ discounts continued to widen in Jan |