【Company Research】Q-Tech (1478 HK) - CMBI Corp Day takeaways: ASP/GPM upside driven by Android recovery and spec upgrade |
【Company Research】Prudential Plc. (2378 HK) - US$2bn share buybacks brace for sustainable shareholders return; supportive to HK liquidity |
【Company Research】FIT Hon Teng (6088 HK) - CMBI Corp Day takeaways: Multiple growth drivers in AI server, AI PC/phone and AirPods in FY24/25E |
【Company Research】Sunny Optical (2382 HK) - CMBI Corp Day takeaways: Positive on high-end upgrade, AI phone, ADAS hybrid lens and AR Glass outlook |
【Sector Research】Semiconductors - Thematic investing and megatrends: AI exposure update |
【Sector Research】Internet - AI and margin expansion still key themes |
【Company Research】Haidilao (6862 HK) - Our view on management changes |
【公司研究】巨子生物 (2367 HK) - 618收官,双品牌全渠道延续高增长 |
【行业研究】中国医药 - 医药行业估值吸引,看好医药新消费 |
【Company Research】Kuaishou (1024 HK) - Shelf-based ecommerce outperformed in 618 |