【Company Research】China Longyuan (916 HK) – 1H21 results preview: earnings to boom with good power generation performance |
【Fixed Income Research】HRINTH - Stay short-end of its curve as FY2020 annual report release draws near |
【Fixed Income Research】SUNSHI – Equity swap with Vanke is credit positive, but looming maturities remains a concern |
【行业研究】中国软件及IT服务 – 中国云产业链格局正在发生变化 |
【公司研究】中升控股 (881 HK) – 规模优势显现,效率持续提升 |
【Company Research】Xiaomi (1810 HK) – Target global No.1 in 3 years; Reiterate BUY |
【Company Research】China Tower (788 HK) – 1H21 in-line; tower business remains slow |
【公司研究】奈雪的茶 (2150 HK) – 打造享负盛名的高端茶饮品牌 |
【公司研究】美团 (3690 HK) – 风物长宜放眼量 |
【Sector Research】China Construction Machinery / HDT – Favourable policy shift; Defensive growth amid volatile market; Upgrade SANY Heavy & Sinotruk |