Z.AI (2513 HK): Models Ranking Among Top Revenue Earners
We believe dollar market share is the most direct approach to exam AI models. Z.AI's two models are ranked top 8 in typical AI functions. The risk...
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Meituan (3690 HK): Growth Rebounds as Instant Retail Expands
Xiaoxiang Supermarket expanded its footprint from 55 to 68 cities. Revenue growth rebounded to double digits After three sluggish quarters. The...
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GigaDevice (3986 HK): 2Q26, Taking Niche Market, Revenue Up by 230%
Revenue grew by 230% YoY in 2Q26 with gross margin up to 66% from 37% in 2Q25. Chip giants leave the niche DRAM market behind. GigaDevice is the...
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YOFC (6869 HK): 1H26, Revenue Up by 54%, Op Margin from 9% to 37%
In 1H26, YOFC’s total revenue grew by 54% YoY, with the main business OCP up by 59%YoY. Operating Margin rose to 37% in 2H26 from 9% in 1H25. We...
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Anta Sports (2020 HK): 1H26, Strategy Shift Beneath Steady Financials, 50% Upside
We have to admit that brand acquisitions are a sustainable path forward. Domestically, the ANTA brand is placing increasing emphasis on online...
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