-
招银国际-百胜中国-09987.HK-3Q23 result missed and we will stay cautious-231103
2023-11-03
作者:Walter Woo,Raphael Tse
评级:
页数:8 页
-
招银国际-海尔智家-06690.HK-Confident on FY24E due to internal drivers-231101
2023-11-02
作者:Walter Woo,Raphael Tse
评级:
页数:8 页
-
招银国际-李宁-02331.HK-Value is distressed but end demand is key-231027
2023-10-27
作者:Walter Woo,Raphael Tse
评级:
页数:9 页
-
招银国际-滔搏-06110.HK-Turnaround is on track despite bumpy sales-231024
2023-10-24
作者:Walter Woo,Raphael Tse
评级:
页数:11 页
-
招银国际-安踏体育-02020.HK-2023 Investor Day and the new 3 years targets: excited about Anta brand's new str
2023-10-19
作者:Walter Woo,Raphael Tse
评级:
页数:9 页
-
招银国际-特步国际-01368.HK-An inline 3Q23 and strong FY24E guidance-231018
2023-10-18
作者:Walter Woo,Raphael Tse
评级:
页数:8 页
-
招银国际-安踏体育-02020.HK-Earnings cut and de-rating may end here-231013
2023-10-16
作者:Walter Woo,Raphael Tse
评级:
页数:9 页
-
招银国际-JS环球生活-01691.HK-Distressed valuation and potential turnaround-230925
2023-09-25
作者:Walter Woo,Raphael Tse
评级:
页数:10 页
-
招银国际-Key takeaways from YUMC 2023 Investor Day-230915
2023-09-18
作者:Walter Woo,Raphael Tse
评级:
页数:8 页
-
招银国际-百胜中国-09987.HK-Key takeaways from YUMC 2023 Investor Day-230915
2023-09-15
作者:Walter Woo,Raphael Tse
评级:
页数:8 页
-
招银国际-江南布衣-03306.HK-An all-rounded beat and an optimistic outlook-230911
2023-09-12
作者:Walter Woo,Raphael Tse
评级:
页数:10 页
-
招银国际-海尔智家-06690.HK-2Q23 was inline and FY23E guidance stayed-230904
2023-09-04
作者:Walter Woo,Raphael Tse
评级:
页数:10 页
-
招银国际-呷哺呷哺-00520.HK-More time is needed to reform and recover-230829
2023-08-29
作者:Walter Woo,Raphael Tse
评级:
页数:10 页
-
招银国际-特步国际-01368.HK-The growth story is intact despite volatility-230823
2023-08-24
作者:Walter Woo,Raphael Tse
评级:
页数:11 页
-
招银国际-安踏体育-02020.HK-Costs control and efficiency gains are the keys-230823
2023-08-23
作者:Walter Woo,Raphael Tse
评级:
页数:11 页
-
招银国际-VESYNC-02148.HK-An all-rounded beat and a bullish outlook-230823
2023-08-23
作者:Walter Woo,Raphael Tse
评级:
页数:10 页
-
招银国际-Remain cautiously optimistic after a solid 2Q23-230821
2023-08-21
作者:Walter Woo,Raphael Tse
评级:
页数:11 页
-
招银国际-中国利郎-01234.HK-1H23 inline and FY23E guidance maintained-230817
2023-08-17
作者:Walter Woo,Raphael Tse
评级:
页数:10 页
-
招银国际-李宁-02331.HK-Reiterated guidance but we remained cautious-230814
2023-08-14
作者:Walter Woo,Raphael Tse
评级:
页数:11 页
-
招银国际-Likely to be resilient and outperform in 2H23E-230802
2023-08-02
作者:Walter Woo,Raphael Tse
评级:
页数:8 页
-
招银国际-China Catering Sector: Staying cautious after a disappointing 2Q23E-230727
2023-07-27
作者:Walter Woo,Raphael Tse
评级:
页数:51 页
-
招银国际-奈雪的茶-02150.HK-Franchising can be the new recipe for success-230721
2023-07-21
作者:Walter Woo,Raphael Tse
评级:
页数:11 页
-
招银国际-特步国际-01368.HK-A high-quality 2Q23 and guidance unchanged-230720
2023-07-20
作者:Walter Woo,Raphael Tse
评级:
页数:11 页
-
招银国际-安踏体育-02020.HK-A slight beat in 2Q23 but outlook is still fragile-230719
2023-07-19
作者:Walter Woo,Raphael Tse
评级:
页数:11 页
-
招银国际-波司登-03998.HK-FY23 results missed and a moderate outlook-230630
2023-06-30
作者:Walter Woo,Raphael Tse
评级:
页数:10 页