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Daily Note

Infrastructure and consumer sectors may outperform as focus turns to US-China tension

[2020-05-29]
Correction looms for red-hot sectors

[2020-05-28]
Consumer and infrastructure sectors less vulnerable to US-China risks

[2020-05-27]
Consumer stocks benefit from policies amidst diverged sector performance

[2020-05-26]
HSI broke three key supports, expect more downside

[2020-05-25]

Market Strategy

Strategy Report: “Two sessions” preview and what to buy

[2020-05-18]
CMBI Research Focus List – Our best high conviction ideas

[2020-05-07]
May Monthly Strategy: A second wave of shocks

[2020-05-04]
Strategy Report: Sell before May

[2020-04-22]
CMBI Research Focus List -- Our best high conviction ideas

[2020-04-08]

Macroeconomics

【Economic Perspectives】China Economy – Takeaways of 2020 Government Work Report

[2020-05-25]
【Economic Perspectives】China Economy in Apr – Recovery on track

[2020-05-18]
【Economic Perspectives】China inflation in Apr – Moderated inflation echoing weak demand

[2020-05-12]
【Economic Perspectives】China Economy – Employment situations in light of COVID-19

[2020-05-05]
【Economic Perspectives】China Economy in 1Q – Simultaneous freefall, unsynchronized recovery

[2020-04-20]

Securities Analysis

【Company Research】VPower (1608 HK) – Myanmar JV on track to commercial operation

[2020-05-29]
【Company Research】Momo (MOMO US) – Mixed 1Q20; Cautious on ST recovery pace

[2020-05-29]
【Company Research】CSPC Pharmaceutical (1093 HK) – Inline 1Q results amid COVID-19 outbreak

[2020-05-28]
【Company Research】Topsports (6110 HK) – Business to normalize from July 2020

[2020-05-27]
【Company Research】Meituan Dianping (3690 HK) – Faster recovery ahead with expanding TAM

[2020-05-26]

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