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招银国际-China Consumer:Addressing recent investors’ concerns;our top ideas into 4Q22-221005
2022-10-07
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:4 页
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招银国际-青岛啤酒股份-00168.HK-A potentially strong 3Q, when our channel checks indicated low-teen sales growt
2022-09-22
作者:Joseph Wong,Xiaohui ZHENG
评级:
页数:5 页
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招银国际-中国飞鹤-06186.HK-Completion of channel restructuring continues to drive a steady 2H recovery-22092
2022-09-22
作者:Joseph Wong,Xiaohui ZHENG
评级:
页数:5 页
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招银国际-A diverging 1H; mix upgrade and cost savings were keys to stay relevant-220908
2022-09-08
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:6 页
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招银国际-伊利股份-600887-2Q largely in line; and yet a revised 2H outlook prompts for an earnings cut-220901
2022-09-01
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:5 页
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招银国际-贝泰妮-300957-2Q in line; new brands in anti-aging and baby care to sustain growth-220830
2022-08-31
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:4 页
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招银国际-农夫山泉-09633.HK-1H22 beat on GPM; tea beverage should continue to drive growth over 2H-220826
2022-08-26
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:4 页
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招银国际-蒙牛乳业-02319.HK-1H22 soft as expected; management remained upbeat on a strong sequential recovery
2022-08-26
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:4 页
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招银国际-珀莱雅-603605-2Q in line with full year guidance maintained-220826
2022-08-26
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:3 页
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招银国际-上海家化-600315-2Q miss; but the worst is likely behind us-220822
2022-08-22
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:5 页
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招银国际-华润啤酒-00291.HK-1H22 beat on better cost efficiency; our top pick over 2H22-220818
2022-08-18
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:4 页
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招银国际-中国中免-601888-Lockdown in Sanya likely represents yet another entry opportunity-220809
2022-08-09
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:7 页
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招银国际-百威亚太-01876.HK-2Q results largely in line; solid premiumization efforts mitigated volume headwin
2022-07-29
作者:Joseph Wong,Xiaohui ZHENG
评级:
页数:5 页
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招银国际-思摩尔国际-06969.HK-Preliminary results came in better than we expected-220718
2022-07-18
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:3 页
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招银国际-中国飞鹤-06186.HK-2H sets to recover when channel restructuring completes as planned -220630
2022-06-30
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:5 页
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招银国际-贝泰妮-300957-A niche play that sees growth from brand incubation and an unparalleled R&D fran
2022-06-21
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:8 页
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招银国际-珀莱雅-603605-On track to synergize its R&D franchise, hero products and live-streaming distri
2022-06-21
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:7 页
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招银国际-China cosmetics: The crown jewel of the consumption spectrum;initiate Botanee/ Proya/ Jahwa wit
2022-06-21
作者:Joseph Wong,Zheng Xiaohui,Sophie Huang,Eason Xu
评级:
页数:62 页
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招银国际-China Consumer: 2Q earnings risks look well-contained with refreshed expectation; top picks: CR
2022-06-16
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:2 页
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招银国际-中国中免-601888-Looking past the weak 2Q; earnings risk diminishing as consensus is subtly edging d
2022-06-08
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:5 页
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招银国际-思摩尔国际-06969.HK-Overseas order and the new disposable vape to sustain growth throughout 2022E-22
2022-06-02
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:5 页
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招银国际-1Q below consensus; 3Q to be a key quarter for transition-220524
2022-05-24
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:6 页
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招银国际-百威亚太-01876.HK-Solid 1Q22 on strong APAC East performance;we stay vigilant on potential volume r
2022-05-06
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:4 页
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招银国际-伊利股份-600887-1Q22 in line; management guidance implies c.10% 2022E core revenue growth-220429
2022-04-29
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:5 页
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招银国际-中国中免-601888-1Q22 below market although GPM rebounded on strong 2M22 momentum; keep Hold on flui
2022-04-26
作者:Joseph Wong,Zheng Xiaohui
评级:
页数:5 页