【Company Research】Tuhu Car (9690 HK)– A one-stop auto service ecosystem |
【Company Research】China Life (2628 HK) – 3Q NP dragged by investment setbacks; first-in -sector steady agent scale props up 2024 NBV |
【Company Research】Innovent Biologics (1801 HK) – Mazdutide (9mg) continues to show its BIC potential with 48-week results |
【Company Research】BYD Company (1211 HK) – Profit may continue to beat in next few quarters |
【Sector Research】China Insurance – 9M23 Monthly: Life reversed negative monthly Y/Y, PC uptrend continued; assets to benefit from LT yields up |
【Sector Research】China Construction Machinery & HDT – 3Q23 earnings review: Weichai & Zoomlion beat; SANY Heavy & Jiangsu Hengli miss |
【Company Research】Goertek (002241 CH) – 3Q23 weakness in-line; Margin recovery on track into 4Q/FY24E |
【Company Research】Tsingtao Brewery (168 HK) – 3Q rev/np -4.6%/+4.7%; above market expectation |
【Company Research】Yonyou (600588 CH) – Inflection point appeared, but structural improvement likely takes time |
【Company Research】Willsemi (603501 CH) – Expect strong 3Q momentum to continue; Upgrade to BUY |