【Company Research】Yili (600887 CH) – 2Q20 strongly beat; TP lifted to RMB45.90 |
【Company Research】KWG (1813 HK) – Ample quality resources in GBA |
【Company Research】Tongcheng-Elong (780 HK) – Earnings intact despite mixed 3Q guidance |
【Company Research】Great Wall Motor (2333 HK) – Niche market brings incremental sales volume |
【Company Research】China Everbright Bank (6818 HK) – Subdued profit; Highlights on fees and asset quality |
【Company Research】China Minsheng Bank (1988 HK) – Solid credit growth; Asset quality and capital underperformed |
【Company Research】Bank of Communications - H (3328 HK) – Earnings laggard on asset quality deterioration NPL pressure |
【Company Research】Vanke - H (2202 HK) – Forerunner |
【Company Research】Sinotruk (Hong Kong) (3808 HK) – Uncover the hidden profitability in 1H20 results |
【Company Research】Dongfeng Motor (489 HK) – Market value management as a catalyst |