【Company Research】Ping An Bank (000001 CH) – Profit expansion back on track; Asset quality a bright spot |
【公司研究】三一重工 - A (600031 CH) – 掘挖机销售增长加快,上调盈利预测及目标价 |
【Company Research】Anta (2020 HK) – A stellar golden week after an in-line 3Q |
【公司研究】比亚迪控股 - A (002594 CH) – 业绩上修,估值仍有上升空间 |
【Company Research】Zoomlion Heavy Industry - A (000157 CH) – Profit surprise in 3Q20 reaffirms our positive view |
【公司研究】比亚迪控股 - H (1211 HK) – 业绩上修,估值仍有上升空间 |
【Company Research】Zoomlion Heavy Industry - H (1157 HK) – Profit surprise in 3Q20 reaffirms our positive view |
【Company Research】Hope Education (1765 HK) – Acquisition to develop asset light model |
【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 |