【Company Research】Wingtech (600745 CH) – Mispriced business represents attractive buying opportunity |
【Company Research】Weichai Power-H (2338 HK) – Valuation close to the trough |
【Company Research】Weichai Power-A (000338 CH) – Expect further earnings cut by the Street; Prefer Weichai-H for large valuation discount |
【Company Research】GAC Group (2238 HK) – 3Q22 earnings miss on impairment, Toyota |
【公司研究】腾讯控股 (700 HK) – 发挥生态系统价值,拓展业务边界 |
【公司研究】阿里巴巴 (BABA US) – 巩固实力,寻找增长新空间 |
【公司研究】拼多多(PDD US) – 强大的消费者心智助推变现进程及成本优化 |
【公司研究】百度 (BIDU US) – 关注新业务发展进程 |
【Sector Research】China Internet Sector – 3Q22 industry data trend recap |
【Company Research】WuXi AppTec (603259 CH) – Strong recovery post COVID-19 disruption |