【公司研究】美团 (3690 HK) – 监管及疫情影响可控 |
【Company Research】ZTE (763 HK) – Solid 1H results with strong OCF |
【Company Research】China Longyuan (916 HK) – 1H21 rapid earnings growth in line; 2H21E to maintain decent growth |
【Company Research】Weichai Power - H (2338 HK) – 2Q21 earnings +18% YoY; Solid gross margin |
【公司研究】比亚迪控股 - H (1211 HK) – 业绩扰动短期股价,长期向好趋势未改 |
【公司研究】比亚迪控股 - A (002594 CH) – 业绩扰动短期股价,长期向好趋势未改 |
【Company Research】Haidilao (6862 HK) – Awaiting positives to come after reforms |
【Sector Research】China Software & IT Services – Implications of setting up state-owned cloud |
【公司研究】东风集团股份 (489 HK) – 上半年业绩表现优异,估值处于吸引区间 |
【Fixed Income Research】DEXICN - Debts funded expansion to slow down in 2H |