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招银国际-FIT HON TENG-06088.HK-NDR takeaways: Opportunities in US$1.7bn server connector/cable market; L
2024-03-26
作者:Alex Ng,Claudia Liu
评级:
页数:10 页
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招银国际-瑞声科技-02018.HK-Solid outlook for PSS merger & optics margin recovery; Maintain HOLD on fair
2024-03-25
作者:Alex Ng,Claudia Liu
评级:
页数:7 页
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招银国际-英恒科技-01760.HK-FY23 mostly in-line; Expect easing headwinds in FY24E-240322
2024-03-22
作者:Alex Ng,Claudia Liu,Hanqing Li
评级:
页数:8 页
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招银国际-小米集团-W-01810.HK-Raise TP and estimates on 4Q23 beat; All eyes on EV official launch on 28 March
2024-03-21
作者:Alex Ng,Claudia Liu
评级:
页数:8 页
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招银国际-FIT HON TENG-06088.HK-FY23 in line; upbeat FY24E outlook on AI server/networking, EV and AirPod
2024-03-14
作者:Alex Ng,Claudia Liu
评级:
页数:7 页
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招银国际-英恒科技-01760.HK-FY23E Preview: industry headwinds mostly priced in; Awaiting recovery in FY24E-24
2024-03-13
作者:Alex Ng,Claudia Liu,Hanqing Li
评级:
页数:10 页
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招银国际-MacBook Air M3 – Apple’s entry into AI PC arena-240306
2024-03-07
作者:Alex Ng,Claudia Liu
评级:
页数:6 页
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招银国际-Technology: AI Server and AI PC/smartphone supply chain set to continue strong momentum into 1H
2024-03-06
作者:Alex Ng,Hanqing Li,Claudia Liu
评级:
页数:12 页
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招银国际-FIT HON TENG-06088.HK-FY23E preview: earnings recovery on track, multiple growth drivers in FY2
2024-02-16
作者:Alex Ng,Claudia Liu
评级:
页数:7 页
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招银国际-Apple FY1Q24 beat on better margins and resilient service revenue, but China sales weakened-240
2024-02-04
作者:Alex Ng,Claudia Liu
评级:
页数:5 页
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招银国际-CES 2024 Preview: AI PC, AR/VR, display/TV and auto tech to be the highlights-240109
2024-01-10
作者:Alex Ng,Claudia Liu,Hanqing Li
评级:
页数:10 页
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招银国际-立讯精密-002475-Acquisition of Pegatron’s Kunshan plant to further boost iPhone assembly share gain
2024-01-02
作者:Alex Ng,Claudia Liu
评级:
页数:5 页
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招银国际-小米集团-W-01810.HK-Key takeaways from Xiaomi SU7 launch: Positive on EV tech breakthroughs and 1H2
2024-01-02
作者:Alex Ng,Claudia Liu
评级:
页数:7 页
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招银国际-China Technology: Takeaways of Intel AI Everywhere: Meteor Lake poised to unleash AI PC cycle i
2023-12-18
作者:Alex Ng,Claudia Liu
评级:
页数:4 页
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招银国际-NVIDIA FY3Q24: Another stunning quarter on robust AI demand; New chips to China in next few mon
2023-11-22
作者:Alex Ng,Claudia Liu
评级:
页数:8 页
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招银国际-小米集团-W-01810.HK-3Q23 beat on GPM and resilient smartphone;Reiterate BUY on EV upside in FY24E-2
2023-11-21
作者:Alex Ng,Claudia Liu
评级:
页数:8 页
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招银国际-Global fabless/IDM 3Q23 wrap: PC/SP recovery, auto/industrial mixed; Eye on Edge AI as new grow
2023-11-17
作者:Alex Ng,Claudia Liu
评级:
页数:8 页
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招银国际-FIT HON TENG-06088.HK-3Q23 earnings beat on better product mix and record-high GPM-231110
2023-11-10
作者:Alex Ng,Claudia Liu
评级:
页数:7 页
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招银国际-China Technology Sector:Apple FY4Q23 beat on margins, resilient China iPhone sales, weak outloo
2023-11-06
作者:Alex Ng,Claudia Liu
评级:
页数:4 页
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招银国际-小米集团-W-01810.HK-3Q23E preview: Resilient smartphone sales with margin expansion; maintain BUY-2
2023-11-03
作者:Alex Ng,Claudia Liu
评级:
页数:8 页
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招银国际-Implications of AMD 3Q23: PC recovery, smooth ramp-up of MI300 Series and AI PC opportunities-2
2023-11-02
作者:Alex Ng,Claudia Liu
评级:
页数:5 页
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招银国际-歌尔股份-002241-3Q23 weakness in line; Margin recovery on track into 4Q/FY24E-231030
2023-10-31
作者:Alex Ng,Claudia Liu
评级:
页数:7 页
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招银国际-Implications of Intel 3Q23: PC recovery, server destocking progress and new platform launches-2
2023-10-30
作者:Alex Ng,Claudia Liu
评级:
页数:5 页
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招银国际-China Technology: Implications of Texas Instruments 3Q23: weaker industrial, destocking and slo
2023-10-26
作者:Alex Ng,Claudia Liu
评级:
页数:3 页
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招银国际-FIT HON TENG-06088.HK-Recent correction overdone; 3Q23 earnings recovery on track-231025
2023-10-25
作者:Alex Ng,Claudia Liu
评级:
页数:7 页