【Company Research】Zhejiang Dingli (603338 CH) – 3Q23 earnings +53% YoY; A clean beat on a surprising margin expansion |
【公司研究】迈瑞医疗 (300760 CH) – 三季度业绩凸显韧性,不改长期稳健预期 |
【Company Research】Shennan Circuit (002916 CH) – Pending industry recovery with in-line 3Q results |
【Sector Research】China Technology – Implications of Intel 3Q23: PC recovery, server destocking progress and new platform launches |
【Company Research】Shengyi Tech (600183 CH) – Decent 3Q results, Shengyi should ride CCL recovery tailwind; Upgrade to BUY |
【Company Research】Tigermed (300347 CH) – Business stabilizing from late September |
【Company Research】Great Wall Motor (2333 HK) – 3Q23 earnings a strong beat |
【Company Research】Glodon (002410 CH) – Sector headwinds continue to impact growth |
【Sector Research】China Auto Sector – Strong 4Q23 sales mixed with rising competition |
【Company Research】GAC Group (2238 HK) – Aion’s turning profitable as a positive catalyst |