【Company Research】Trip.com (TCOM US) – Strong recovery to sustain in 2Q23 |
【公司研究】三一国际 (631 HK) – 锚定目标,马力全开 |
【Company Research】CMGE Technology (302 HK) – Bearing fruit from more titles in 2H23E |
【Company Research】 Baidu (BIDU US) – Takeaway from field trip |
【Company Research】Greentown Service (2869 HK) – Reverse roadshow takeaway: Differentiation leads to long-term value |
【Sector Research】China Technology – Apple WWDC 2023: Vision Pro and more |
【Company Research】Ke Holdings (BEKE US) – New policy? What’s good for BEKE? |
【Sector Research】China Construction Sector – Multiple drivers to achieve Valuation with China characteristics |
【Company Research】EVA Holdings (838 HK) – Recovering gradually |
【Sector Research】China Technology – Apple MR: Long-awaited next “iPhone moment” |