【Fixed Income Research】China AMCs: Repayment matters more than reporting |
【行业研究】中国消费行业 – 半年报业绩以及下半年指引梳理 |
【公司研究】腾讯控股 (700 HK) – 腾讯全球数字生态大会:大模型赋能产业智能化 |
【公司研究】珀莱雅 (603605 CH) – 向400元价格带发力,新系列推出助力品牌拓客 |
【Company Research】CTGR Group (600905 CH) – Sound business operation; rising depreciation drags on earnings |
【Sector Research】China Auto Sector – Aug discounts widened slightly MoM |
【Sector Research】China Internet – July online game market recap |
【Company Research】Trip.com (TCOM US) – Release of pent-up demand remained strong |
【Sector Research】China Property Sector – Will the newly-released demand hold on? |
【Company Research】Ping An (2318 HK) – 1H23 NBV beat consensus; interim dividend up 1.1% YoY reinforcing a long-run growth story |