【公司研究】深南电路 (002916 CH) - 24财年业绩稳健,受益于产业链自主可控趋势,上调至“买入”评级 |
【Company Research】Topsports (6110 HK) - Improved in 2H25E, more catalysts in FY26E |
【Company Research】Li Auto Inc. (LI US/2015 HK) - Cost control, AI as keys to FY25 profits, valuation |
【Sector Research】Technology - Implications to tech supply chain from upcoming NVDA GTC 2025 |
【Sector Research】Technology - Key takeaways of Hon Hai's earnings: Strong AI server outlook and flattish consumer electronics in 2025 |
【Sector Research】Capital Goods - Non-earth-moving machinery sales data mixed in Feb |
【Company Research】China Hongqiao (1378 HK) - Net profit in 2024 +95% in line; 63% payout ratio implies 11% yield at the current price |
【Company Research】Shennan Circuit (002916 CH) - Solid FY24 results; Upgrade to BUY being key beneficiary in domestic localization |
【Company Research】FIT Hon Teng (6088 HK) - Decent FY24 results; Expectations reset on softer guidance |
【Company Research】CGN Mining (1164 HK) - Profit alert mainly related to one-off items; core profit remains intact |