【Company Research】FriendTimes Inc. (6820 HK) – Looking to FY24E rebound with rising ToF2 |
【Sector Research】Semiconductor - Thematic investing and megatrends: AI sales exposure reality check, by the number |
【Sector Research】Semiconductor – CES 2024 wrap up |
【Sector Research】Semiconductor – Synopsys eyes on Ansys: a potential software giant in the making |
【Company Research】Xtep (1368 HK) – 4Q23 was inline but macro is still challenging |
【Company Research】Alibaba (BABA US) – Business transition ongoing |
【Company Research】Horizon CD (9930 HK) – Expect solid 2023E earnings; Higher free float to boost valuation |
【Sector Research】Technology – CES 2024 Preview: AI PC, AR/VR, display/TV and auto tech to be the highlights |
【公司研究】中国中免 (601888 CH) – 全年业绩略逊预期; 下调24年收入/净利9%/16% |
【Company Research】Kingdee (268 HK) – Resilient performance amid macro headwinds |