【公司研究】保利地產 (600048 CH) – 發展最快的開發商之一 |
【Sector Research】China Technology Sector – New iPhone SE unveiled as expected; COVID-19 continues to weigh on demand |
【Company Research】Anta Sports (2020 HK) – Strong beat in 1Q and likely turnaround in 2Q |
【公司研究】三一重裝國際 (631 HK) – 首季盈利僅跌7%屬預期之內;新產品續成增長點 |
【Company Research】SAIC Motor (600104 CH) – Wait for the turning point of two GMs |
【Sector Research】China Brokerage Sector – Resilient Mar set for better-than-expected 1Q20E results |
【Company Research】Postal Savings Bank of China (1658 HK) – Conference call takeaway – plenty room to defend near-term hit |
【行業研究】中國工程機械 / 重卡行業 – 挖掘機需求強勁上調預測;買入三一和恒立液壓 |
【Company Research】Li Ning (2331 HK) -- Industry leading momentum and recovery |
【Company Research】China Longyuan (916 HK) –NDR takeaways - increasing odds for capital market action |