The flow show-Sell Hubris, Buy Humiliatio
China TMT： Maintain buy XIAOMI’30-31s, XIAOMI 0’27(CB), MEITUA 0’27(CB), initiate buy on WB 3 3／8’30
Solid 3Q with intact near-term prospects; Maintain BUY
Expect strong growth to continue after the impressive 1H23; U／G to BUY
–2Q23 beat on record-high margin; Reiterate BUY
Semi: Global foundry sector stabilizing in 2024, modest recovery expected in 2025; initiate Hua Hong w/BUY
Strategic restructuring in the light of ongoing destocking challenges,maintain the rating of “BUY” and slash the TP to HKD 0.53/share
港股如何buy the dip？
ESOP & mgt sell-off signal growth to peak-out but relative operation excellence makes a trading Buy
FY24 NBV outshined; resume coverage with BUY
公众号
小程序
社群
公众号小程序社群