【Company Research】JOYY Inc. (YY US) – More bullish on Bigo’s overseas expansion |
【Company Research】Mengniu (2319 HK) – Sales recovery ahead of expectation |
【Sector Research】China Healthcare Sector – The race for a COVID-19 vaccine |
【Company Research】Xiaomi (1810 HK) – Strong 5G outlook and share gain; U/G to BUY |
【Company Research】Shimao (813 HK) – A series of good news |
【Company Research】Baidu (BIDU US) – Ads recovery on track |
【Company Research】Momo (MOMO US) – 1Q20E Preview: Cautious on recovery path |
【Sector Research】China Technology Sector – Implications of US expanding restriction on Huawei |
【行业研究】中国光伏行业 – 供应链情况更新:海外需求能见度依然较低 |
【Company Research】Man Wah (1999 HK) – Robust E-commerce growth and falling costs |