【公司研究】巨子生物 (2367 HK) - 线上2024年线上增速靓丽,上调业绩指引 |
【Company Research】Xtep (1368 HK) - A beat in 4Q24 with a constructive outlook |
【Company Research】Kelun-Biotech (6990 HK) - Long-acting TSLP mAb out-licensed via NewCo model |
【Company Research】Anta Sports (2020 HK) - A beat in 4Q24 but a conservative outlook |
【行业研究】中国医药 - 政策持续发力,看好估值反弹 |
【Company Research】Yum China (YUMC US) - Improving outlook and decent cash returns |
【行业研究】软件 & IT服务 - 海外公司梳理:拆解盈利增长前景及估值提升空间 |
【Sector Research】Auto - Jan 2025 NEV sales to fall MoM despite solid Dec leading indicators |
【Fixed Income Research】Asia Credit Outlook 2025 |
【Sector Research】Technology - CES 2025 preview: AI remains the key theme; more on AI glasses/home/auto/satellite/PC/robotics |