【招银国际】 Fair valuation despite FY22 high earnings quality.pdf

遥望科技(002291)FY22&1Q23业绩交流会-调研纪要

FY22 preview： 2H22 UW margin improvement

Yanlord：Resilient FY22 results and business model; maintain Buy

快手 (1024 HK) 预计 FY22E 开局稳健

Yanlord：Resilient FY22 results and business model; maintain Buy

FY22E preview： page not yet turned

JS Global Lifestyle FY22E 起步缓慢，但正在改善

轻工制造及纺织服装行业周报：Lululemon FY22收入快速增长，存货暂处高位

FY22收入8.84亿人民币，调后净利0.98亿派息率50%

FY22 results below; GPM recovery on better product mix