【行业研究】医药 - 创新政策持续落地,期待全国性指导文件出台 |
【Company Research】Goertek (002241 CH) - Focus on VR/AR/gaming business and margin recovery in FY24/25E |
【Sector Research】China PCB Sector - Modest growth in global PCB sales; headwinds persist as high copper price weighs on margin |
【Company Research】Tencent (700 HK) - Expect solid earnings growth and enhancing shareholder return in FY24 |
【Company Research】FIT Hon Teng (6088 HK) - Recent sell-off looks overdone; AirPods production in Vietnam on track in 1H24E |
【Company Research】Q-Tech (1478 HK) - 1Q24 shipment rebound on track; Auto & IoT as next growth drivers |
【Company Research】Alibaba (BABA US) - Driving long-term growth while enhancing shareholder return |
【Company Research】GigaCloud (GCT US) - Improving fundamentals with BaaS initiatives |
【Company Research】Baidu (BIDU US) - Expect mild ads revenue growth in 1Q24 |
【Company Research】Netease (NTES US) - Renewed agreement with Blizzard; expect games revenue growth to reaccelerate in 2H24E |