股票研究報告
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股票研究報告
NetEase (NTES US) - Slight miss on 4Q not impact favorable 2024 outlook Tommy WONG,Crystal LI,Kaia ZHANG 2024-03-01
网易 (NTES US) - 四季度业绩略逊预期,但不改24年乐观前景 王腾杰,李怡珊,张嘉仪 2024-03-01
唯品会 (VIPS US) - 喜迎首次分红 王腾杰,李怡珊,张嘉仪 2024-02-29
百威亚太 (1876 HK) - 预计24财年高端化进程和毛利率提升将持续 黄建文,郑飞 2024-02-29
Budweiser APAC (1876 HK) - Expect premiumization and GPM increase to continue in FY24 Johnny Wong,郑飞 2024-02-29
Hutchmed (HCM US) - Onco. in market sales in-line; sanguine guidance for 24E Warren DAI 2024-02-29
VIPShop (VIPS US) - New cash dividend policy a welcomed surprise Tommy WONG,Crystal LI,Kaia ZHANG 2024-02-29
Gaotu Group (GOTU US) - Steeper growth path ahead Tommy WONG,Crystal LI,Kaia ZHANG 2024-02-28
高途集团 (GOTU US) - 描绘更陡峭的增长路径 王腾杰,李怡珊,张嘉仪 2024-02-28
Li Auto (2015 HK) - Strong new products and great managerial efficiency to drive development Liang Yonghuo,John JIANG 2024-02-27
BeiGene, Ltd (BGNE US) - Strong 4Q23 US & RoW momentum to sustain in future Warren DAI 2024-02-27
百济神州 (BGNE US) - 23年四季度海外地区收入增长强劲,并有望在未来延续趋势 代方琦 2024-02-27
理想汽车(2015 HK) - 市场低估高效组织支撑规模效应,强势新品驱动高增长 梁勇活,姜皓日 2024-02-27
中国消费行业周报(2024年2月26日)- 消费者支出仍有分化迹象;运动服饰板块看好安踏 黄建文,郑飞 2024-02-26
China consumer weekly (26 Feb 2024) - Still signs of bifurcation of consumer spending ; prefer Anta for sportswear Johnny Wong,郑飞 2024-02-26
中国啤酒行业 - 市场分化,但我们相信24财年利润率仍有可能扩大 黄建文,郑飞 2024-02-23
China Beer Sector - Bifurcated market but we believe margin expansion still possible in FY24 Johnny Wong,郑飞 2024-02-23
九毛九 (9922 HK) - 盈喜并不意外,等待23财年的详细数据以评估股价催化剂 黄建文,郑飞 2024-02-23
Jiumaojiu International (9922 HK) - Positive profit alert is unsurprising. We await the FY23 detailed numbers to assess share price catalyst Johnny Wong,郑飞 2024-02-23
Online Music Sector - Music to My Ears Tommy WONG,Crystal LI,Kaia ZHANG,Shuyin GUO 2024-02-22
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