【行业研究】中国工程机械 / 重卡行业 – 挖掘机需求强劲上调预测;买入三一和恒立液压 |
【Company Research】Li Ning (2331 HK) -- Industry leading momentum and recovery |
【Company Research】China Longyuan (916 HK) –NDR takeaways - increasing odds for capital market action |
【Company Research】AAC (2018 HK) -- Profit warning affirms our cautious view; Maintain Sell |
【Company Research】Beststudy Education (3978 HK)– Benefit from accelerating industry consolidation |
【Company Research】Goldwind - A (002202 CH) – Struggling at cycle bottom |
【Sector Research】China Banking Sector – Rising credit support from targeted RRR cut & ER rate cut |
【Company Research】BYD Electronics (285 HK) – COVID-19 headwinds to weigh on 1H20E; D/G to Hold |
【Company Research】China Southern Airlines-A (600029 CH) – Weather the harsh winter of the industry |
【Company Research】China Southern Airlines-H (1055 HK) – Weather the harsh winter of the industry |