【Fixed Income Research】DALWAN: First takes on the settlement of pre-IPO investments |
【Company Research】Kingdee (268 HK) – Strategic investment from QIA announced |
【公司研究】中国医药 – 海外CXO行业3Q23业绩剖析:业绩继续分化;融资复苏仍需时间;临床需求展望持续改善 |
【Sector Research】China Auto Sector – Year-end price war came a bit earlier in 2023 |
【Company Research】GigaCloud (GCT US) – Eye on stronger 4Q23E and M&A synergies |
【Sector Research】China Auto Sector – Nov leading indicators’ slower MoM growth partially reflected in mild Nov NEV sales |
【公司研究】华润燃气(1193 HK)– 销气业务稳步增长,财务弹性项目质量占优 |
【Company Research】NIO Inc. (NIO US) – Back to square one? |
【行业研究】中国消费– 2024展望:不均衡复苏延续;个股推荐顺序调整 |
【公司研究】贵州茅台 (600519 CH) – 2024年必选消费首推 |