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The Fintech Radar_ Blockchain hits the mainstream
BlueYonder· 2024-11-15 03:17
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 更多一手调研纪要和研报数据加V: shuinu9870 更多一手调研纪要和研报数据加V: weakness was bought through the day, particularly post the conference call as the M Update November 10, 2024 06:00 PM GMT | --- | --- | --- | |---------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
Geely Automobile (0175.HK)_ Soft-launched PHEV (Starship 7 EM-i) with appealing features
-· 2024-11-15 03:17
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 Buy Catalyst Watch: Upside, expires 01-DEC-24 Price (08 Nov 24 16:10) HK$14.74 Target price HK$19.40 Expected share price return 31.6% Expected dividend yield 2.6% Expected total return 34.2% Market Cap HK$148,425M US$19,091M 更多一手调研纪要和研报数据加V: shuinu9870 更多一手调研纪要和研报数据加V: Flash | 10 Nov 2024 22:20:37 ET │ 12 pages Geely Automobile (0175.HK) Soft-la ...
China Passenger Vehicle Monthly Chartbook_ Oct 2024 - Strong demand growth, BYD NEV market share +2.7pp_+1.6pp yoy_mom to 36%
-· 2024-11-15 03:17
更多一手调研纪要和研报数据加V:shuinu9870 更多一手调研纪要和研报数据加V:shuinu9870 更多一手调研纪要和研报数据加V:shuinu9870 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 | --- | --- | --- | --- | |-------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
China_ Deflation continued despite pickup in activity
China Securities· 2024-11-15 03:17
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: shuinu9870 更多一手调研纪要和研报数据加V: Asia Pacific Economic Research 11 November 2024 J P M O R G A N China: Deflation continued despite pickup in activity shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: • October CPI moderated to 0.3%oya on a 0.1%m/m sa decline. Food prices fell 0.8%m/m sa in October, with falling pork prices (-3. ...
NVIDIA Corp (NVDA.O)_ Preview_ Expect Smaller “Beat & Raise” on Blackwell Transition
Berkeley· 2024-11-15 03:17
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: A c t i o n | 12 Nov 2024 08:00:00 ET │ 13 pages NVIDIA Corp (NVDA.O) Preview: Expect Smaller "Beat & Raise" on Blackwell Transition shuinu9870 CITI'S TAKE 更多一手调研纪要和研报数据加V: NVDA reports Oct-Q after market close on 11/20. We model in-line Oct-Q with total/data center sales of $33B/ ...
China Semiconductors_ China Foundry Makers-SMIC holding up well; Hua Hong still struggling in profitability despite full UTR
-· 2024-11-15 03:17
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 a shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: shuinu9870 更多一手调研纪要和研报数据加V: A c t i o n | 11 Nov 2024 05:35:37 ET │ 21 pages China Semiconductors shuinu9870 China Foundry Makers-SMIC holding up well; Hua Hong still struggling in profitability despite full UTR 更多一手调研纪要和研报数据加V: CITI'S TAKE Both SMIC and Hua Hong reported 3Q24 results. Thanks to better UTR and mix, SMIC's 3Q24 revenue achieved r ...
Foxconn Industrial Internet (.SS)_ Chairman visit takeaways_ Strong ramp up in AI servers; 400G _ 800G switch to support 2025E growth
AIRPO· 2024-11-15 03:17
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 更多一手调研纪要和研报数据加V: Maintain Buy. Read more: FII 3Q24 results review. shuinu9870 更多一手调研纪要和研报数据加V: 11 November 2024 | 4:40PM HKT Foxconn Industrial Internet (601138.SS): Chairman visit takeaways: Strong ramp up in AI servers; 400G / 800G switch to support 2025E | --- | --- | |--------------------------------------------------------------------------- ...
Hong Kong Exchanges (0388.HK)_ Updating estimates for Oct volumes; Buy
Horwath HTL· 2024-11-15 03:17
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 shuinu9870 Gurpreet Singh Sahi, CFA +852-2978-1287 | gurpreet.s.sahi@gs.com Goldman Sachs (Asia) L.L.C. Wing Huang +852-2978-0415 | ying.huang@gs.com Goldman Sachs (Asia) L.L.C. 更多一手调研纪要和研报数据加V: shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 12 November 2024 | 3:31PM HKT Hong Kong Exchanges (0388.HK): Updating estimates for Oct vol ...
China Logistics - Air & Surface_ Double 11 (Oct 14-Nov 10) Avg Collected Parcel Volume was up 25%YoY
-· 2024-11-15 03:17
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: shuinu9870 更多一手调研纪要和研报数据加V: Flash | 12 Nov 2024 11:36:54 ET │ 13 pages China Logistics - Air & Surface Double 11 (Oct 14-Nov 10) Avg Collected Parcel Volume was up 25%YoY shuinu9870 CITI'S TAKE This year Double 11 is 1 week earlier and longer than last year from Oct 14- Nov 11. Compared apple to apple for promotion per ...
Zijin Mining (2899.HK)_ What's New from 2024 Citi China Conference_ Unit Cost Largely Stable or Slightly Higher YoY in 2025E
China Securities· 2024-11-15 03:17
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: shuinu9870 更多一手调研纪要和研报数据加V: shuinu9870 更多一手调研纪要和研报数据加V: 本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用,请勿外传 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 10 Nov 2024 17:18:01 ET │ 11 pages Zijin Mining (2899.HK) What's New from 2024 Citi China Conference: Unit Cost Largely Stable or Slightly Higher YoY in 2025E shuinu9870 CITI'S TAKE We hosted 2024 Citi China Conference and met with Zijin on Nov 7. Ms. Zhang Yan, Company Secretary, and Ms. Wu Yan, ESG M ...