| 【公司研究】中联重科 - H (1157 HK) – 2020年二季度利润超预期；上调盈利预测及目标价 |
| 【公司研究】雅居乐 (3383 HK) – 海南业务受惠利好政策 |
| 【Company Research】Q Technology (1478 HK) – Positive profit alert on product mix; Lift TP to HK$16.0 |
| 【Company Research】Xtep (1368 HK) – Recovery may take longer than expected |
| 【Company Research】VPower (1608 HK) – Positive profit alert beat our estimates |
| 【Company Research】Sunny Optical (2382 HK) – HSL/VLS recovery on track in June; Maintain BUY |
| 【Company Research】Tongda (698 HK) – 1H20 worse than expected; Wait for better visibility |
| 【Company Research】WH Group (288 HK) - Maintain Buy on undemanding valuation |
| 【Sector Research】China Construction Machinery & HDT Sector – Excavator sales +63% YoY in Jun; Momentum to continue in Jul & Aug |
| 【Company Research】Anta Sports (2020 HK) – Expecting a strong 2Q, driven by e-commerce |
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