AMTD Research | Xiaomi (1810.HK): Supply constraints easing ahead + growing H/W installed base potential, maintain Buy on undemanding valuation
November 26, 2021
AMTD Research | Kingdee (268 HK): Solid 1H results, R&D investment likely to peak and operating leverage on the horizon, raising PT to HK$33.7
September 2, 2021
AMTD Research | CMGE (302 HK): Solid 1H results, upbeat outlook on the back of strong IP pipeline, raise PT to HK$6.9
September 2, 2021
AMTD Research | Xiaomi (1810 HK): Impressive overall Q2 results, continued expansion in premium/overseas market drives future growth, reiterate Buy
August 27, 2021
AMTD Research | Weimob (2013 HK): Solid 1H results, accelerating strategic investment to unleash future growth potential, new PT of HK$16.5
August 23, 2021
AMTD Research | Huize (HUIZ US): Robust quarter driven by surging demand, but off-season headwinds still ahead, maintain Buy
June 9, 2021
AMTD Research | Xiaomi (1810 HK): Record quarterly results with impressive GM, raise est./PT to HK$38.3 on continued strong smartphone momentum
May 28, 2021
AMTD Research | Global Tech Biweekly vol.41 – Global smartphone shipment – growth accelerated in 1Q21
May 17, 2021
AMTD Research | Xiaomi (1810 HK): Strong smartphone momentum driving more sustainable growth ahead, reiterate Buy on recent market correction
May 12, 2021
AMTD Research | Xiaomi (1810 HK): Q4’20 results review: GM expansion, strong momentum on smartphone, entering FY21 with multiple growth drivers, reiterate Buy
March 26, 2021
AMTD Research | Xiaomi (1810 HK): company updates: Fundamental unchanged, LT growth story intact, buying opportunity emerging, reiterate Buy with PT of HK$35.0
January 15, 2021
AMTD Research | Global Tech Biweekly Vol.37: Salesforce – secular growth driven by strategic acquisitions
December 11, 2020
AMTD Research | BlueCity (BLCT US) 3Q20 results review: Streamlining business process and realigning overseas expansion amid headwinds
December 8, 2020
AMTD Research | Xiaomi (1810 HK): Q3’20: Impressive smartphone sales, HW margin expanding, and upbeat outlook on overseas market, PT to HK$35.0
November 27, 2020
AMTD Research | Global Tech Biweekly vol.36
November 27, 2020
AMTD Research | Global Tech Biweekly vol.35 | Global smartphone shipment – bottomed out stronger than expected
November 13, 2020
AMTD Research | Global Tech Biweekly vol.34 | China smartphone shipment – ahead of a new upgrade cycle
November 11, 2020
AMTD Research | Global Tech Biweekly Vol.33 – NVIDIA – computing for the age of AI
October 20, 2020
AMTD Research | Global Tech Biweekly vol.32 | IaaS – product competitiveness of major vendors
September 25, 2020
Global Tech Biweekly Vol.31 | SaaS – outperformed in the downturn
September 11, 2020
Equity Research | (BLCT.US) BlueCity initiation report: Leading online LGBTQ community growing with the true demands of loyal customers
September 10, 2020
Equity Research | (302.HK) CMGE: More top hits scheduled to launch in 2H with a big room for valuation expansion, PT to HK$5.0
August 31, 2020
Equity Research | (1810.HK) Xiaomi Corporation: Valuation expansion boosted by strong LT growth potential and index inclusion catalyst, raise PT to HK$30.5
August 31, 2020
Global Tech Biweekly Vol.30 | Cloud computing (IaaS) – growth and scale
August 28, 2020
Equity Research | (1810.HK) Xiaomi Corporation: Q2 2020 Results Review
August 27, 2020
Equity Research | (268.HK) Kingdee: 1H20 Report
August 21, 2020
Equity Research | (2013.HK) Weimob: Solid execution amidst headwinds, expect further upside from econ recovery, raising PT to HK$13.7
August 18, 2020
Global Tech Biweekly Vol.29 | Global smartphone – recovery could be delayed to late 3Q
August 14, 2020
Global Tech Biweekly Vol.28 | 6G networks – Expected to achieve commercialization by 2030
