【Fixed Income Research】NWDEVL: the in-line, positive surprises and disappointment of 1HFY25 results |
United Energy (467 HK) - Termination of Coverage |
【Company Research】BeiGene (ONC US) - Strong FY25 guidance issued |
【Sector Research】Auto - Solid Feb NEV sales with many new models on the way |
【Company Research】Salesforce (CRM US) - Conservative guidance weighs on sentiment; strong Data Cloud & AI momentum |
【Company Research】JNBY Design (3306 HK) - Sales trend is muted but yield is still attractive |
【行业研究】半导体 - 英伟达:四季度业绩及指引保持稳健;投资者仍关注公司在26财年后的增长驱动力 |
【Company Research】Xiaomi (1810 HK) - Key takeaways from Xiaomi 15 Ultra & SU7 Ultra Launch Event |
【Company Research】Rimag Group (2522 HK) - Medical imaging data standardization empowers AI applications |
【Sector Research】Semiconductors - Nvidia: Solid 4Q results and 1QFY26E guidance; investors look for evidence of growth beyond FY26 |