【Company Research】United Imaging (688271 CH) - Anticipating a rapid rebound in domestic business |
【Company Research】Li Auto Inc. (LI US) - Solid earnings, thorough preparation pave way for FY25 |
【Company Research】Microsoft (MSFT US) - AI related monetization key to watch |
【Company Research】BYDE (285 HK) - 3Q24 in-line; Eyes on Jabil/NEV/AI server ramp-up |
【Company Research】Meta (META US) - AI development on track; stepped-up investment to drag margin expansion pace |
【Company Research】PICC P&C (2328 HK) - 3Q CoR miss dragged by non-auto claims |
【Company Research】RemeGen (9995 HK) - Strong sales in Q3, with a narrowed net loss |
【Company Research】GAC Group (2238 HK) - 3Q miss; new models, cost cut as key in FY25 |
【Company Research】Mindray (300760 CH) - Expect domestic business to rebound from 2025 |
【Sector Research】Capital Goods - 3Q24 earnings review: SANY Heavy beat; Zoomlion missed; Weichai in-line |