【Fixed Income Research】HRINTH: Room for further repurchases? |
【Company Research】Innolight (300308 CH) – Expect higher contribution from AI revenue in 3Q; Upgrade to Buy |
【行业研究】中国保险行业– 寿险开门红行进正当时,监管趋严不改行业长期修复逻辑 |
【Company Research】CTGR Group (600905 CH) – Robust 3Q23 power generation; controlling shareholder’s share increase plan demonstrates confidence |
【Sector Research】China Technology – Implications of ASML/LAM Research 3Q23 results |
【Company Research】Kuaishou (1024 HK) – Expecting another upbeat quarter |
【Company Research】Baidu (BIDU US) – Takeaway from 2023 Baidu World Conference |
【Company Research】Anta Sports (2020 HK) – 2023 Investor Day and the new 3 years targets: excited about Anta brand's new strategies |
【行业研究】必需消费行业 – 双十一护肤品类预售期概要 |
【Sector Research】China Insurance – 9M23 CN Insurers Monthly: Life growth narrowed in line; P&C growth diverged in auto & non-auto |