Equity Research Report
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Morning Express
Equity Research Report
GreatWall Motor (2333 HK) - Competition hurt profitability, overseas expansion and premiumization to drive growth Liang Yonghuo,John JIANG 2024-03-29
长城汽车 (2333 HK) - 竞争加剧令四季度利润率下滑,高端化及海外拓展驱动增长 梁勇活,姜皓日 2024-03-29
中升控股(881 HK) - 新车扰动业绩,关注售后及二手车发展 梁勇活,姜皓日 2024-03-28
Haidilao International (6862 HK) - Pace of openings translates into slower revenue and earnings growth than its peers Johnny Wong,郑飞 2024-03-28
敏实集团(425HK) - 海外及电池盒驱动增长,但需关注潜在贸易政策影响 梁勇活,姜皓日 2024-03-28
Minth Group (425 HK) - Overseas business + battery housings drove growth, but to watch out for trade policy headwinds Liang Yonghuo,John JIANG 2024-03-28
Tingyi Holding (322 HK) - Still a strong yield play Johnny Wong,郑飞 2024-03-28
Zhongsheng Group (881HK) - New-car sales dragged earnings; positive on after-sales and used car businesses Liang Yonghuo,John JIANG 2024-03-28
Yihai International (1579 HK) - Neither a growth nor a dividend play Johnny Wong,郑飞 2024-03-28
CR Pharmaceutical (3320 HK) - FY23 rev. & NP in-line; Remain in M&A mode for FY24E Warren DAI 2024-03-27
BYD (1211 HK) - Overseas expansion and premiumization to balance out headwinds Liang Yonghuo,John JIANG 2024-03-27
比亚迪股份 (1211 HK) - 市场竞争扰动四季度业绩,出海及高端化将稀释负面影响 梁勇活,姜皓日 2024-03-27
China Mengniu Dairy (2319 HK) - Downside risk outweighs upside risk; downgrade to HOLD Johnny Wong,郑飞 2024-03-27
Anta Sports (2020 HK) - Still the top pick in the sector Johnny Wong,郑飞 2024-03-27
潍柴动力 (2338 HK) - 重卡复苏带动业绩反弹,持续稳健增长可期 梁勇活,姜皓日 2024-03-26
CR Pharmaceutical (3320 HK) - FY23 First Take: revenue and profit in-line Warren DAI 2024-03-26
Weichai Power (2338 HK) - Commercial heavy truck recovery drove earnings rebound; to see a sustained and steady growth outlook 梁勇活,姜皓日 2024-03-26
BYD (1211 HK) - 2023 First take: Earnings match preliminary results Liang Yonghuo,John JIANG 2024-03-26
京东方精电 (710 HK) - 业绩承压但下半年改善,海外市场驱动发展 梁勇活,姜皓日 2024-03-25
美团 (3690 HK) - 关注核心业务以求高质量增长 王腾杰,李怡珊,张嘉仪 2024-03-25
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