零售周观点:爱美客发布护肤新品牌,名创优品Q1 FY24业绩超预期
玖龙纸业点评报告:FY24业绩温和修复,浆纸产能顺利投放
Recovering cross-border medical consumption in FY24
–NDR takeaways:Strong order backlog in 2H23E; Solid pipeline to drive growth into FY24/25E
FY24中期业绩符合预期,港澳海外支持未来增长
FY24集团门店净增136家,期待同店数据转好
全年FY24实现盈亏平衡;专注于AI零售以推动长期增长。
–1H23 weakness amid industry headwinds; Positive on margin recovery in 2H23/FY24E
1H24 VNB beat with margin recovery; expect total >US$7bn cash returns to shareholders in FY24
同店改善明显,期待FY24业绩增长