Zoomlion (1157 HK) - Right Strategy on Product & Global Expansion
We are convinced by Zoomlion’s impressive global expansion strategy. On the product side, the offering of full range of machinery through an...
130 Views
BYDE (285 HK) - 1Q24 Solid on Track; Android Recovery
Looking into 2024, mgmt. remains positive on high-end Android recovery, Jabil synergy, high-end NEV and AI server ramp-up to drive earnings growth.
140 Views
Amazon (AMZN US) - Steady Margin Expansion Ongoing
Amazon reported (1 May BJT) better-than-expected 1Q24 results: revenue was US$143.3bn, up 12.5% YoY, and was 1% ahead of consensus, mainly driven...
141 Views
Auto - Apr NEV sales beat; Price war continues
Chinese automakers including BYD, NIO, Xpeng, Li Auto, Zeekr, Aion, Deepal, Neta, Leap, Xiaomi etc reported their Apr 2024 sales volumes on 1 May...
132 Views
China Life (2628 HK) - Highest VNB Growth in Years; Net Profit Decline Narrowed on Track
China Life announced 1Q24 results with the VNB YoY reaching the highest growth to 26.3% under new EV assumptions on a comparative basis, surpassing...
139 Views