【Sector Research】Capital Goods - HDT sales volume surged ~64% YoY in Jan on low base |
【Company Research】Unity Group (1539 HK) - Emerging energy saving company expanding to Malaysia and Middle East |
【Company Research】Stella (1836 HK) – A dividend play riding on the athleisure trend |
【Company Research】Sunny Optical (2382 HK) - 2023 profit warning worse than feared; Maintain HOLD on earnings downside |
【Company Research】China Meidong Auto (1268 HK) – The terrible 2023 is behind us |
【Sector Research】China Property Sector – Expert call takeaways: A positive shift in regulatory stance; sector may see recovery post CNY |
【公司研究】迈瑞医疗 (300760 CH) – 收购惠泰医疗,强势切入心血管介入赛道 |
【Company Research】BYDE (285 HK) - FY23 positive profit alert above expectations; Reiterate BUY on strong FY24E outlook |
【Sector Research】US Software Sector – Best proxy to benign interest-rate environment |
【Sector Research】China Property Sector – Policy package to boost post-CNY sales but only ST effect on sector performance |