【Company Research】WuXi AppTec (603259 CH) - Impressive order growth despite geopolitical uncertainties |
【Company Research】Yuexiu Transport (1052 HK) - 1H24E preview: Expect net profit to -14% YoY due to traffic diversion |
【Sector Research】Property - Weekly highlight: sales decline may narrow in Aug |
【Company Research】Palo Alto Networks (PANW US) - Cybersecurity giant poised for new round of growth |
【Company Research】Chow Tai Fook (1929 HK) - Sales under ST pressure, fixed-price products to contribute more |
【Company Research】BYDE (285 HK) - 1H24E preview: Expect solid growth on iPad/ iPhone cycle, Android recovery and NEV orders |
【Company Research】iQIYI (IQ US) - Weather short-term headwinds in 2Q24; eyes on 2H24E recovery |
【行业研究】装备制造 - 3,000亿元资金支持设备更新和消费品以旧换新 |
CMBI Fixed Income - HYUELE: Yield pick-up plays over global peers |
【Sector Research】Capital Goods - RMB300bn capital to finance equipment replacement |