【太平洋】港股如何buy the dip？.pdf

Morgan Stanley-Thematics What to Buy Sell-110041889

Positive on acquisition of Auto-Kabel Group; Reiterate BUY

Improved independence with a recovered central SOE as parentco; Upgrade to BUY

The future of the customer journey: AI agents take control of the buying process

欧洲品牌消费品奢侈品2023年增长前景+6%;历峰(Richemont) (CL-Buy);爱马仕出售

FY24 NBV outshined; resume coverage with BUY

More visible path to achieve profitability; U/G to BUY

Chinese TMT： Buy XIAOMI 0’27, XIAOMI 30-31s, MEITUA 0’27 and PDD 0’25

–Clear path to margin recovery; Upgrade to BUY

3QFY23 margin beat on cost control; Upgrade to BUY