【Company Research】AAC Technologies (2018 HK) – 2Q20 another miss; Maintain Hold on slower optics in near term |
【Company Research】COLI (688 HK) – Flat performance |
【Company Research】Pinduoduo (PDD US) – Secular growth intact despite mixed 2Q20 |
【Company Research】PA Good Doctor (1833 HK) – Strong growth in core business |
【Company Research】Logan Property (3380 HK) – Aiming at 20% sales growth |
【Company Research】Meituan Dianping (3690 HK) – Eye-catching 2Q20 with record-high margin |
【公司研究】雅居乐 (3383 HK) – 更多分拆反映真价值 |
【Company Research】Tongda (698 HK) – Weak 1H20 in-line; Margin risk remains an overhang |
【Company Research】Zoomlion Heavy Industry - A (000157 CH) – Interim dvd. a positive; Gross margin stabilized; Sector top pick |
【Company Research】Zoomlion Heavy Industry - H (1157 HK) – Interim dvd. a positive; Gross margin stabilized; Sector top pick |