| 【Company Research】Sinotruk (Hong Kong) (3808 HK) - Stay cautious on exports |
| 【Company Research】Xunfei Healthcare (2506 HK) - Accelerated growth in 2H24 solidifies leadership in medical AI |
| 【Company Research】CR MixC Lifestyle (1209 HK) - FY24 earnings dragged by VAS, shopping malls biz kept shining |
| 【Company Research】Yongda Automobiles (3669 HK) - NEV to offset luxury, cost control to drive profit |
| 【Company Research】China Life (2628 HK) - 4Q slowdown as expected; DPS exceeded >50% |
| 【Company Research】BOE Varitronix (710 HK) - FY24 strong sales dragged by weaker margin; system biz and overseas expansion as next growth drivers |
| 【Company Research】Giant Biogene (2367 HK) - Strong Performance in 2024 |
| 【Company Research】Weichai Power (2338 HK/000338 CH) - Strong engine margin expansion in 2024; 55% dividend payout ratio a record high |
| 【Company Research】Haidilao (6862 HK) - Potential store and margin expansion ahead |
| 【Company Research】Atour Lifestyle (ATAT US) - Cautious outlook but downside is limited |