【Company Research】FIT Hon Teng (6088 HK) - FY24E Preview: robust earnings recovery; Expect AI server momentum to drive re-rating |
【公司研究】三生制药 (1530 HK) - PD-1/VEGF双抗早期临床数据公布,展现优效潜力 |
【Sector Research】Technology - Global AI smart glasses market set to kick off in 2025 |
【Company Research】InnoCare Pharma (9969 HK) - Autoimmune therapies as a second growth engine |
【Sector Research】Semiconductors - Thematic investing and megatrends: Stargate poised to accelerate global AI arms race |
【Company Research】Tuhu Car (9690 HK) - FY25 to regain traction after 2H24 slowdown |
【Company Research】Willsemi (603501 CH) - Expect sequential improvement ahead |
【Company Research】New Oriental (EDU US) - Macro uncertainty to impact revenue growth and margin outlook |
【Company Research】Tencent (700 HK) - Solid core businesses; upbeat on long-term development of e-commerce and AI |
【Sector Research】China Insurance - 11/12M Monthly: Life sales diverged during the jumpstart; P&C softened by non-auto slowdown |