-
招银国际-普拉达-01913.HK-4Q23 cFX revenue +18%; Miu Miu overshot-240308
2024-03-11
作者:Joseph Wong,Bella Li
评级:
页数:6 页
-
招银国际-百威亚太-01876.HK-4Q23 a slight miss; S. Korea undershoot-240301
2024-03-04
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-伊利股份-600887-4Q preview: rev/np reach RMB30.7bn/1.1bn-240119
2024-01-19
作者:Joseph Wong,Bella Li
评级:
页数:6 页
-
招银国际-普拉达-01913.HK-4Q preview: cFX/reported sales +12.1%/6.4%-240115
2024-01-15
作者:Joseph Wong,Bella Li
评级:
页数:6 页
-
招银国际-新秀丽-01910.HK-4Q preview: sales/adj. EBITDA +18%/+36%-240102
2024-01-02
作者:Joseph Wong,Bella Li
评级:
页数:6 页
-
招银国际-巨子生物-02367.HK-Pioneer in recombinant collagen market-231127
2023-11-27
作者:Jill Wu,Cathy WANG,Joseph Wong,Bella Li
评级:
页数:47 页
-
招银国际-贝泰妮-300957-Headwinds endure-231127
2023-11-27
作者:Joseph Wong,Bella Li,Jill Wu,Cathy WANG
评级:
页数:13 页
-
招银国际-新秀丽-01910.HK-3Q Rev/NP +21%/94%; low-teen growth for 2024E-231114
2023-11-14
作者:Joseph Wong,Bella Li
评级:
页数:6 页
-
招银国际-普拉达-01913.HK-3Q reported/cFX rev +3%/+10%; Miu Miu +48%-231101
2023-11-02
作者:Joseph Wong,Bella Li
评级:
页数:6 页
-
招银国际-伊利股份-600887-3Q rev/np +3%/59%; cost cut was key to profit growth-231101
2023-11-02
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-青岛啤酒股份-00168.HK-3Q rev/np -4.6%/+4.7%; above market expectation-231030
2023-10-30
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-上海家化-600315-3Q rev/np -11%/40%; a significant miss-231026
2023-10-26
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-贵州茅台-600519-3Q rev/np +13%/16%; mixed near-term outlook-231024
2023-10-24
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-百威亚太-01876.HK-3Q preview: flattish rev/EBITDA growth-231019
2023-10-19
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-中国中免-601888-3Q prelim rev/np +28%/93%; estimates unchanged-231010
2023-10-10
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-普拉达-01913.HK-3Q preview: Embracing a normalised quarter-230929
2023-10-07
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-新秀丽-01910.HK-3Q Preview: rev/adj EBITDA +20%/36%-231004
2023-10-07
作者:Joseph Wong,Bella Li
评级:
页数:6 页
-
招银国际-农夫山泉-09633.HK-1H rev/np +23%/25%; a neat beat on tea beverage-230831
2023-09-01
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-伊利股份-600887-2Q rev/np +1%/3%; all eyes on cost savings-230830
2023-08-30
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-青岛啤酒股份-00168.HK-2Q rev/np +8%/14% on recurring strengths-230829
2023-08-29
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-华润啤酒-00291.HK-1H rev/EBIT +13%/26%; Heineken grew 60%-230821
2023-08-21
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-新秀丽-01910.HK-2Q rev/np +33%/49%; strength extending to 2H-230818
2023-08-18
作者:Joseph Wong,Bella Li
评级:
页数:6 页
-
招银国际-中国飞鹤-06186.HK-1H below us; near-term recovery could just be wishful thinking-230814
2023-08-14
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-百威亚太-01876.HK-2Q organic sales +15%; overall a mix bag but we see China strength a good trade-2
2023-08-04
作者:Joseph Wong,Bella Li
评级:
页数:5 页
-
招银国际-贵州茅台-600519-2Q Rev/NP +20.4/21.0% as pre-announced-230803
2023-08-03
作者:Joseph Wong,Bella Li
评级:
页数:5 页