Fundamentals remain strong despite recent market volatility, reiterate BUY
ESOP & mgt sell-off signal growth to peak-out but relative operation excellence makes a trading Buy
Government AI Hire, Use, Buy (HUB) Roundtable Series – Roundtable 2: Government as an Employer of AI Talent
China TMT: Maintain buy XIAOMI’30-31s, XIAOMI 0’27(CB), MEITUA 0’27(CB), initiate buy on WB 3 3/8’30
Third party expansion advances to higher-end level, maintain 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
TRADING BUY区间操作
Earnings beat with double surprises on dividend payout; Maintain Buy
–2Q23 beat on record-high margin; Reiterate BUY