【Sector Research】Technology - Apple FY2Q24 better-than-feared on China and iPhone; Expect return to growth in next quarter |
【Company Research】Yum China (9987 HK) - 2Q24E is tough but turnaround is still possible |
【Company Research】Henlius Biotech (2696 HK) - Strong product sales in 1Q |
【Company Research】Joinn Laboratories (6127 HK) - Waiting longer for recovery to materialize |
【Company Research】WuXi AppTec (603259 CH) - Steady 1Q performance amid challenging environment |
【Sector Research】Property - Weekly highlight: hope +ve policy tone and better trading sentiment to help fundamental recovery |
【Company Research】China Life (2628 HK) - Highest VNB growth in years; net profit decline narrowed on track |
【Sector Research】Auto - Apr NEV sales beat; Price war continues |
【Company Research】Amazon (AMZN US) - Steady margin expansion ongoing |
【Company Research】BYDE (285 HK) - 1Q24 solid on track; Android recovery, Jabil synergy, high-end NEV and AI servers the bright spots |