【Sector Research】China Technology – Implications of TSMC 3Q23: cycle nearing the bottom; Positive on smartphone/PC supply chain |
【Company Research】Topsports (6110 HK) – Turnaround is on track despite bumpy sales |
【Company Research】Innolight (300308 CH) – Strong 3Q results on accelerating AI revenue |
【Company Research】Luxshare (002475 CH) – Resilient 3Q23 despite macro headwinds; Positive outlook for auto and comm. business |
【Company Research】Kweichow Moutai (600519 CH) – 3Q rev/np +13%/16%; mixed near-term outlook |
【公司研究】珀莱雅 (603605 CH) – 3季度收入/净利润增长21%/24%;期待双十一发力 |
【Company Research】CSPC Pharmaceutical (1093 HK) – Innovative platforms to drive future growth |
【行业研究】中国汽车行业– 分析师路演反馈:竞争、智能化、出口是核心主题 |
【Fixed Income Research】Initiate coverage on Chinese leasing sector |
【Company Research】Bilibili (BILI US) – 3Q23 preview: Loss reduction remains on track |