【公司研究】迈瑞医疗 (300760 CH) – 持续突破高端产线,加速发力新兴业务 |
【Company Research】Ke Holdings (BEKE US) – 2Q23E will be another market surprise |
【Company Research】Ping An (2318 HK) – Expect VNB turnaround in 1Q23 and FY23 |
【Company Research】ZTO Express (2057 HK) – Clear guidance on volume and market share target; further room of cost reduction |
【Company Research】Far East Horizon (3360 HK) – NIM expansion HoH in 2H22; sound asset quality |
【Company Research】ZTO Express (ZTO US) – Clear guidance on volume and market share target; further room of cost reduction |
【Company Research】Kingdee (268 HK) – SaaS and Xinchuang both in good shape |
【Company Research】JOYY Inc. (YY US) – Moving into 2H23E recovery |
【Sector Research】China Auto Sector – A trough in the short term? |
【Sector Research】China Sportswear Sector – We expect prudent guidance but decent margins |