| 【Company Research】Zhejiang Dingli - A (603338 CH) – 4Q20 & 1Q21 results below expectation; margin pressure a concern |
| 【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 |