【Company Research】NetEase (NTES US) - Inline 3Q24 results; eyes on new game launch in December |
【Company Research】Bilibili (BILI US) - Strong mobile games and ad businesses support solid 3Q24 results |
【Company Research】Datadog (DDOG US) - Observability pioneer with solid revenue growth trajectory; initiate at BUY |
【Company Research】BeiGene (BGNE US) - Growing non-GAAP profit |
【Company Research】FIT Hon Teng (6088 HK) - Upbeat 3-year guidance reaffirmed our positive view; Raise TP to HK$4.38 |
【Company Research】Tencent (700 HK) - Higher consumer internet revenue contribution boosted margin |
【公司研究】巨子生物 (2367 HK) - 双十一收官,双品牌强势增长 |
【行业研究】互联网 - 双十一趋势观察:GMV增速好于预期 |
【Company Research】TME (TME US) - Inline 3Q24 results; SVIP evolves as the new growth driver |
【Company Research】FIT Hon Teng (6088 HK) - 3Q24 first take: Earnings in-line with solid margin recovery; Focus on GB200 products in 4Q24E |