【公司研究】信義光能 (968 HK) – 玻璃價格再次上漲,進一步推升20/21年盈利 |
【Company Research】NWS Holdings (659 HK) – Too cheap to ignore |
【Company Research】Languang Justbon (2606 HK) - Sizable acquisition needed to progress |
【Sector Research】China Heavy-duty Truck Sector - Higher certainty driven by strong policy momentum |
【Company Research】Sinotruk (Hong Kong) (3808 HK) – Ji’nan Truck’s fund-raising exercise a long-term positive |
【Company Research】Kintor Pharmaceutical (9939 HK) – Proxalutamide’s 2L+ mCRPC Phase III trial needs to wait for OS data |
【Company Research】China Pacific Insurance (2601 HK) – Investor day on P&C achievements |
【行業研究】中國新能源汽車 – 特斯拉電池日回顧 – 特斯拉到底在下什麽棋? |
【公司研究】終止覆蓋 |
【Company Research】Aoyuan Healthy Life (3662 HK) – M&A explores new healthcare dimension |