【行業研究】中國自動駕駛行業 – 行業发展超預期,關注產業鏈機遇 |
【Company Research】WH Group (288 HK) – Est. 12% NP decline in 1H21E; 2H21E NP to rebound strongly |
【公司研究】永達汽車 (3669 HK) – 剝離融資租賃業務有助於估值擡升 |
【公司研究】齊合環保 (976 HK) – 業務逐漸復蘇,追尋新的業務增長點 |
【公司研究】特步國際 (1368 HK) – 盈喜後上調 21 財年的業績指引 |
【Fixed Income Research】JINKE – We see value in JINKE 24 at 90.5 (YTM 10.8%) |
【Fixed Income Research】Takeaways from Corporate Day - More Clarity Amid Volatility |
【Company Research】I-Mab BioPharma (IMAB US) – I-Mab expands portfolio through cutting-edge mRNA and AI technology platforms |
【Fixed Income Research】First take from Corporate Day: Ehouse - Short-dated sweet spot |
【Sector Research】China AI surveillance – 2Q21 preview: eye on gross margin |