【Company Research】CSPC Pharmaceutical (1093 HK) – Inline 1Q results amid COVID-19 outbreak |
【公司研究】滔搏 (6110 HK) – 7月起业务将重回正轨 |
【Company Research】Meituan Dianping (3690 HK) – Faster recovery ahead with expanding TAM |
【Company Research】Alibaba (BABA US) – Better-than-expected ecommerce recovery |
【Company Research】Pinduoduo (PDD US) – More bullish on topline growth |
【Company Research】Tongcheng-Elong (780 HK) – Moving to 2H20E recovery |
【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 |