| 【Company Research】China Technology Sector – Time to revisit China 5G supply chain; Positive catalysts on the horizon |
| 【Company Research】InnoCare Pharma (9969 HK) – Orelabrutinib received approvals for treating r/r-CLL/SLL and r/r-MCL in China |
| 【Company Research】iHuman Inc. (IH US) – Let children learn with fun |
| 【Company Research】Haier Smart Home (6690 HK) – Premiumization, globalization and synergies |
| 【Company Research】China Feihe (6186 HK) – Well positioned to gain market share |
| 【Company Research】iQIYI (IQ US) – China’s online Disney in the making |
| 【Company Research】Redsun Services (1971 HK) – VAS to drive a strong 2020E and re-rating |
| 【Company Research】Far East Horizon Limited (3360 HK) – Rooting in finance, thriving on industrial operation |
| 【Sector Research】China 5G Technology – Picking structural winners amid uncertainties; Initiate at Outperform |
| 【Company Research】Trip.com (TCOM US) – Recovery in sight |