| 【Sector Research】Semiconductor - Thematic investing and megatrends: AI sales exposure reality check, by the number |
| 【Sector Research】Semiconductor – CES 2024 wrap up |
| 【Sector Research】Semiconductor – Synopsys eyes on Ansys: a potential software giant in the making |
| 【Company Research】Xtep (1368 HK) – 4Q23 was inline but macro is still challenging |
| 【Company Research】Alibaba (BABA US) – Business transition ongoing |
| 【Company Research】Horizon CD (9930 HK) – Expect solid 2023E earnings; Higher free float to boost valuation |
| 【Sector Research】Technology – CES 2024 Preview: AI PC, AR/VR, display/TV and auto tech to be the highlights |
| 【公司研究】中国中免 (601888 CH) – 全年业绩略逊预期; 下调24年收入/净利9%/16% |
| 【Company Research】Kingdee (268 HK) – Resilient performance amid macro headwinds |
| 【Company Research】Anta Sports (2020 HK) – An inline but resilient 4Q23; Amer filed for IPO |
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