【Sector Research】China Property Sector – Tightening likely to toughen; continue to prefer retail names |
【Company Research】Zoomlion Heavy Industry - H (1157 HK) – Key takeaways from analyst call: Cost pressure under control; Solid guidance |
【Company Research】WuXi AppTec (603259 CH) – Stronger-than-expected growth in Q1 |
【Company Research】Shengyi Technology (600183CH) – 1Q21 results confirmed CCL upcycle; Maintain BUY |
【Company Research】Hope Education (1765 HK) – FY21E guidance maintained; more catalysts to come |
【Company Research】BYD Electronics (285 HK) – Expect margin pressure to ease ahead; Maintain BUY |
【Company Research】Tigermed (300347 CH) – Strong momentum continued |
【Sector Research】China Construction Machinery / HDT – 1Q21 earnings review for Zoomlion, SANY Heavy & Weichai |
【Company Research】Yum China (YUMC US) – A good start in FY21E despite a few headwinds |
【Company Research】Yum China (9987 HK) – A good start in FY21E despite a few headwinds |