【Company Research】CSPC Pharmaceutical (1093 HK) - Legacy products faced pricing pressures |
【Company Research】Baidu (BIDU US) - More aggressive in Gen-AI empowered ads business transformation |
【Company Research】Minth Group (425 HK) - In-line 1H24 with better earnings visibility ahead |
【Company Research】NetEase (NTES US) - Intact quality game portfolio despite short-term growth deceleration |
【Company Research】Bilibili (BILI US) - Strong games and ads businesses to pave way for breakeven in 3Q24E |
【Company Research】Xiaomi (1810 HK) - 2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY |
【Company Research】Geely Automobile (175 HK) - Solid 1H24 earnings, better NEV outlook |
【公司研究】固生堂 (2273 HK) - 门店扩张速度进入快车道,加速打造第一民营中医品牌 |
【Company Research】Willsemi (603501 CH) - Solid 1H24 results with continued recovery in CIS business |
【Company Research】Sunny Optical (2382 HK) - Gearing up for new growth cycle; Raise TP to HK$72.52 |