【Company Research】Shennan Circuits (002916 CH) – Positive on capacity expansion plan; Maintain HOLD on fair valuation |
【Sector Research】China software & IT services – What are tech investors thinking? |
【Company Research】TME (TME US) – Online music leader with LF audio initiatives |
【Company Research】Kingsoft Cloud (KC US) – Reset expectation on Bytedance |
【公司研究】波司登 (3998 HK) – 敏捷性和品牌升級是關鍵策略 |
【公司研究】特步國際 (1368 HK) – 國潮的熱潮可望持續 |
【Company Research】Want Want (151 HK) – Downgrade to Hold as cost pressure not priced in |
【公司研究】大家樂 (341 HK) – 中國業務快速增長,香港業務增長轉正 |
【Company Research】Jinxin Fertility (1951 HK) – Acquisition of two sizable IVF hospitals in Yunnan Province |
【Company Research】Xinyi Solar (968 HK) – Uncertainties to remain in 2H21E |