Adobe (ADBE US) - Entering Generative AI Era
Adobe is a leading creativity and document SaaS platform, with >80%/>20% share of the global graphic processing/document processing software...
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Internet - 1Q24 recap & our three stock-picking ideas
Year to date, the internet sector has pulled back after rapid rallies buoyed by improved sentiment and short-term fund inflows, in line with our...
108 Views
BYDE (285 HK) - CMBI Corp Day Takeaways: IPad/IPhone Cycle, NEV, AI Servers and Robotics
The stock now trades at 15.2x FY24E P/E, which is attractive in our view. Our TP of HK$45.15 is based on 17.2x FY24E P/E. Reiterate BUY and BYDE is...
122 Views
Auto - Six NEV Brands Hit a Record-High in Jun
Chinese automakers including BYD, Great Wall, NIO, Xpeng, Li Auto, Xiaomi, Zeekr, Aion, Deepal, Leap, Neta and HIMA etc reported their Jun 2024...
110 Views
Geely Automobile (175 HK) - Solid 1Q24 with Better 2H24 Earnings Ahead
We are of the view that 1Q24 earnings (net profit of RMB1.56bn) were slightly better than our prior forecast and therefore, we raise our FY24E net...
111 Views