【Company Research】Nayuki (2150 HK) - Franchising and costs cutting are the keys |
【Company Research】Atour Lifestyle (ATAT US) - Prudent guidance but QoQ recovery is likely |
【Company Research】GAC Group (2238 HK) - PHEV could be a new catalyst |
【Sector Research】Property - Weekly highlight: Strong WoW recovery at Mar end, policy relaxation continued |
【Company Research】Great Wall Motor (2333 HK) - PHEVs key to FY24; Earnings likely still resilient |
【Company Research】Xiaomi (1810 HK) - Xiaomi EV SU7’s pricing and pre-order above expectations; Raise TP to HK$22.19 |
【Company Research】RemeGen (9995 HK) - Awaiting the fruition of overseas BD collaborations |
【Company Research】PICC P&C (2328 HK) - Non-auto CoR better than expected; sustain 40%+ payout in next two years |
【Company Research】Tigermed (300347 CH) - Expect business rebound in 2024E |
【Company Research】Joinn Laboratories (6127 HK) - Recovery could be not earlier than 1H24 |