【Company Research】ZTE (763 HK) – 1Q21 confirmed GPM recovery on track; Reiterate BUY |
【Company Research】WH Group (288 HK) – Attractive valuation; expect record high adj. NP in 2021E |
【Company Research】Glodon (002410 CH) – Exceptionally strong SaaS boosted free cash flow |
【Company Research】Sunway (300136 CH) – Downgrade to HOLD on margin concerns |
【Company Research】Jiangsu Hengli (601100 CH) – Earnings impressive but we are now more conservative on valuation |
【Company Research】Strawbear Entertainment (2125 HK) – Content innovation makes difference |
【公司研究】隆基股份 - A (601012 CH) – 无惧风浪,稳舵前行 |
【Company Research】CSC Financial (6066 HK) – 1Q21 earnings dragged by weak invt. gains |
【Company Research】Far East Horizon Limited (3360 HK) – 1Q21 net profit +~30%; expect further contribution from industrial operation |
【公司研究】博奇环保 (2377 HK) – 转型成为环保管家 |