【招银国际】Capital Goods: Who are buying/selling the sector?.pdf

Yanlord：Resilient FY22 results and business model; maintain Buy

Impressive 1Q23 earnings; U／G to BUY; More catalysts ahead

全球资产配置热点聚焦系列之十三：这一次，美股谨慎“BUY THE DIP”

Expansion outside Zhejiang to support GFA growth; Maintain BUY

中国化妆品——消费领域的皇冠上的明珠；用 Buy 发起 Botanee／ Proya／ Jahwa

Proxy of China’s consumption-led recovery; buying into any weakness for the next recovery wave

Positive profit alert alleviates GPM concerns; Upgrade to BUY

中国铝业：受价格压力拖累；关闭中国铝业的S.BUY策略

电商新消费研究系列之二：淘宝造物节，BUY+购物体验落地，关注摩登大道、柏堡龙投资机会

Policy speculation + favourable data release = stock uptrend with volatility; Suggest buying the dip