策略报告 - 海外市场周度更新 (2024/10/21) | 郭楷泽,郭书音 | 2024-10-21 |
China Macro Economy - Policies to counteract declining external demand and shore up growth | CMS (HK) Research | 2024-10-21 |
Strategy report - Overseas market weekly update (21 October 2024) | 郭楷泽,Shuyin GUO | 2024-10-21 |
九毛九 (9922 HK) - 仍处于下行周期 | 黄铭谦,郑飞 | 2024-10-21 |
Jiumaojiu International (9922 HK) - Amidst of its down-cycle | Joseph Wong,郑飞 | 2024-10-21 |
Netflix (NFLX US) - Sustained membership growth trajectory | Tommy WONG,Crystal LI,Kaia ZHANG | 2024-10-18 |
China TMT Sector - A Deep Dive into the Study Tour Industry | CMS (HK) Research | 2024-10-18 |
福耀玻璃 (3606 HK) - 三季度业绩强劲增长,兼具α β属性的成长股 | 梁勇活 | 2024-10-18 |
Netflix (NFLX US) - 付费用户持续增长 | 王腾杰,李怡珊,张嘉仪 | 2024-10-18 |
Fuyao Glass (3606 HK) - Strong 3Q24 growth, stock shines with both α β potential | Liang Yonghuo | 2024-10-18 |
China Pharmaceutical Industry - NewCo: New Model for Innovative Assets Going Abroad | Jonah Chen,Warren DAI,George Chen | 2024-10-17 |
Giant Biogene (2367 HK) - 3Q largely in line; Double 11 off to a good start | Joseph Wong,郑飞 | 2024-10-17 |
中国制药行业 - NewCo: 中国创新药资产出海新模式探究 | 陈铸鸿,代方琦,陈泓道 | 2024-10-17 |
巨子生物 (2367 HK) - 三季度表现符合预期;双十一首战告捷 | 黄铭谦,郑飞 | 2024-10-17 |
Giant Biogene (2367 HK) - Solid Outlook; Sentiment recovering towards Double 11 | 黄铭谦,郑飞 | 2024-10-16 |
Shiseido (4911 JP) - Near Term Concern Overshadows Reform Positives | Joseph Wong,郑飞 | 2024-10-16 |
汽车汽配 - 刺激政策与旺季共振,急涨后聚焦跨年成长优质股 | 梁勇活 | 2024-10-16 |
Estée Lauder (EL US) - Headwinds priced-in but inflection remote; HOLD | 黄铭谦,郑飞 | 2024-10-16 |
L’Oréal (OREP FR) - Negatives Priced in; BUY on Stabilizing Earnings Outlook | Joseph Wong,郑飞 | 2024-10-16 |
Auto and Auto Parts - Stimulus resonates with peak season, spotlight on high-quality stocks after the general market surge | Liang Yonghuo | 2024-10-16 |