【Sector Research】China Express Delivery Sector – Bloody battle to end soon; War for market share to continue; BUY winners in the respective playing fields |
【Sector Research】China Technology Sector – iPhone 12 launch as expected; Wireless trend to benefit Luxshare/Goertek/FIT Hon Teng |
【Company Research】Sunny Optical (2382 HK) – Lacklustre 2H20E mostly priced in; Share gain and restocking demand to drive shipment upside |
【Company Research】BYD Electronics (285 HK) – Positive profit alert and strong outlook; Reiterate BUY |
【Sector Research】China Banking Sector – Embracing certainty in uncertain earnings cycle |
【Company Research】Jiangsu Hengli Hydraulic (601100 CH) – Expect a strong 3Q; Robust demand in Oct; Raised estimate & TP |
【Company Research】AAC Technologies (2018 HK) – Further strategic investments into AAC Optics; Expect ASP/margin pressure to persist |
【Company Research】AAC Technologies (2018 HK) – Further strategic investments into AAC Optics; Expect ASP/margin pressure to persist |
【Company Research】Shanghai Henlius Biotech, Inc. (2696 HK) – Smooth operation |
【公司研究】信义光能 (968 HK) – 玻璃价格再次上涨,进一步推升20/21年盈利 |