【Company Research】China Tower (788 HK) - Stable 1H24 results; Maintain HOLD |
【Company Research】AIA Group Ltd. (1299 HK) - 1H24 VNB beat with margin recovery; expect total >US$7bn cash returns to shareholders in FY24 |
【Company Research】Hansoh Pharma (3692 HK) - Leading innovative biopharma company |
【Company Research】iQIYI (IQ US) - Short-term headwind continues |
【Company Research】Tuhu Car (9690 HK) - Defensive play amid consumption downgrade |
【Company Research】Cloud Music (9899 HK) - Solid online music business fuels robust earnings growth |
【Company Research】Weibo (WB US) - Soft consumption sentiment continues to pressure ad revenue growth |
【Company Research】3SBio (1530 HK) - Solid earnings performance in 1H24 |
【Company Research】Innolight (300308 CH) - Solid 1H24 results w/ steady margin; Key investor call takeaway w/ strong demand outlook in 2H24 |
【Company Research】Luxshare (002475 CH) - 1H24 resilient earnings; Well-positioned for AI smartphone cycle in 2H24/25E |