【Company Research】Tongda Group (698 HK) – Riding on Apple/Xiaomi share gain; Upgrade to BUY |
【Company Research】JS Global Lifestyle (1691 HK) – A robust growth momentum but a mild margin drag |
【Company Research】SANY International (631 HK) – 3Q earnings below expectation on higher expense but growth remains solid |
【Sector Research】Supply chain implications on Huawei Mate 40 launch |
【Company Research】Tongcheng-Elong (780 HK) – Solid 3Q20E ahead |
【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 |