摩根士丹利：中国工商银行_风险回报更新
摩根大通· 2024-10-14 14:30
M Update October 10, 2024 03:05 AM GMT | --- | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
摩根士丹利：中信银行-风险回报更新
摩根大通· 2024-10-14 14:30
October 10, 2024 03:47 AM GMT M Update | --- | --- | --- | --- | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--- ...
摩根士丹利：汽车及汽车零部件_与比亚迪日本汽车公司小组会议的要点
汽车之家· 2024-10-14 14:30
Battery). October 10, 2024 02:56 AM GMT M Update Autos & Auto Parts | Japan | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
摩根士丹利：顺丰控股_拟议中期及特别股息
摩根大通· 2024-10-14 14:30
M Update S.F. Holding Co Ltd | Asia Pacific October 10, 2024 02:58 PM GMT Proposed Interim and Special Dividends What's new: On October 10, 2024, SF proposed: • Interim dividend: Rmb0.4/share, indicating 40% dividend payout in 1H24, vs. 35% in 2023 (MSe 2024: 40%). • Special dividend before HK listing: Rmb1/share. Total special dividend would be Rmb4.8bn, implying 2.4% yield on its latest close. • Both plans are pending shareholder approval on October 29, 2024. Our take - positive. We like SF's efforts to i ...
摩根士丹利：杭州银行_风险回报更新
杭州路过网络· 2024-10-14 14:30
October 10, 2024 01:55 AM GMT M Update | --- | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
摩根士丹利：华海药业2024 年第三季度初步业绩预测 - 重申为首选
摩根大通· 2024-10-14 14:30
October 10, 2024 02:45 AM GMT M Update Zhejiang Huahai Pharmaceutical Co. Ltd. | Asia Pacific Preliminary 3Q2024 Beat - Reiterate as Top Pick Reaction to earnings Strengthens our investment thesis Modest upside Largely unchanged Impact to our investment thesis Financial results versus consensus Impact to next 12-month consensus EPS Huahai reported a net profit range of Rmb239mn to Rmb297mn (+57% to +95% YoY), which are -3% and 21% versus our estimate. API export and China formulation segments carried the da ...
摩根士丹利：东阿阿胶_研究战术理念
摩根大通· 2024-10-14 14:30
M Idea Sound Bites | Asia Pacific October 10, 2024 11:59 AM GMT Dong E E Jiao Co.: Research Tactical Idea DEEJ's preliminary earnings range for 3Q2024 was a strong beat. In our view, these results should dispel fears in the investment community since May that a weak consumption economy and a tight government insurance budget would hamper DEEJ's performance. Key Takeaways We think a 43% to 73% YoY net profit growth range will very likely lead consensus estimates for the full year to rise... …making short-ter ...
摩根士丹利：韦尔股份_3Q24 业绩超出预期，得益于手机和汽车中采用的更多传感器；OW
汽车之家· 2024-10-14 14:30
M Update Will Semiconductor Co Ltd Shanghai | Asia Pacific October 10, 2024 07:49 AM GMT 3Q24 beat thanks to more sensors adopted in phones and cars; OW Reaction to earnings Unchanged Modest upside Largely unchanged Impact to our investment thesis Financial results versus consensus Impact to next 12-month consensus EPS Solid 3Q24 earnings growth: Will Semi reported its preliminary 3Q24 net income, which is in the range of Rmb0.9-1.1bn, implying 3Q net income of Rmb1bn (up 24% Q/Q) at the mid-point. This is ...
摩根士丹利：中国农业银行_风险回报更新
摩根大通· 2024-10-14 14:30
October 10, 2024 03:59 AM GMT M Update | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------------------ ...
摩根士丹利：中国银行股份有限公司_风险回报更新
摩根大通· 2024-10-14 14:30
October 10, 2024 03:21 AM GMT M Update | --- | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
