【公司研究】雅诗兰黛 (EL US) – 2Q业绩超预期;指引微修确认拐点于下半年出现 |
【Company Research】PICC P&C (2328 HK) - Expect FY23E CoR guidance met; underwriting of NEVs and individual A&H to drive new growth |
【Sector Research】Insurance - Life premiums up by double digits for the first time in 3 years; P&C growth dragged by non-auto |
【Sector Research】China Property – Weekly highlight: which projects in whitelist are more likely to obtain incremental loans? |
【Sector Research】Auto - Moderate leading indicators may result in mild recovery after CNY |
【Company Research】Yongda Automobiles (3669 HK) - New car GPM may be hurt more than expected |
【Sector Research】Technology - Apple FY1Q24 beat on better margins and resilient service revenue, but China sales weakened |
【公司研究】知行集团 (1539 HK) - 向马来西亚和中东地区积极扩张的新兴节能公司 |
【行业研究】海外顶奢消费跟踪 – 近期板块反弹解读 |
【Sector Research】China Auto Sector – Jan NEV sales in line; more catalysts after CNY |