More visible path to achieve profitability; U/G to BUY
Capital Goods: Who are buying/selling the sector?
2Q24 beat on EV GPM and resilient core earnings; Reiterate BUY
中国铝业：受价格压力拖累；关闭中国铝业的S.BUY策略
电商新消费研究系列之二：淘宝造物节，BUY+购物体验落地，关注摩登大道、柏堡龙投资机会
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
Proxy of China’s consumption-led recovery; buying into any weakness for the next recovery wave
Policy speculation + favourable data release = stock uptrend with volatility; Suggest buying the dip
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
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