【Company Research】ServiceNow (NOW US) - Inline 4Q24 results; upbeat on AI development |
【Company Research】Microsoft (MSFT US) - Cloud revenue growth and AI related monetization remain keys to watch |
【Company Research】EVA Holdings (838 HK) - 2H24 preview: both revenue, NP stable HoH |
【Sector Research】Technology - Apple FY1Q25: Beat on iPad/Mac offsetting China/ iPhone weakness; Positive on AI-led upgrade cycle |
【Sector Research】Semiconductors - Thematic investing and megatrends: Views on DeepSeek |
【Fixed Income Research】NWDEVL: Our thoughts on the latest developments |
【Company Research】Innolight (300308 CH) - Solid results despite supply chain constraints; expect for another strong year in 2025 |
【Company Research】China Life (2628 HK) - 4Q net profit could decline despite better capital market |
【Company Research】Shengyi Tech (600183 CH) - Embracing AI and moving on to a new growth trajectory |
【Company Research】BYDE (285 HK) - FY24E Preview: Riding on leading customers’ growth momentum; Reiterate BUY |